AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$8.9M
3
+$8.64M
4
BND icon
Vanguard Total Bond Market
BND
+$7.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.67M

Top Sells

1
+$2.83M
2
+$2.75M
3
+$2.28M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.8M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.31M

Sector Composition

1 Technology 6.07%
2 Healthcare 5.71%
3 Industrials 5.31%
4 Financials 4.17%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$3K ﹤0.01%
117
+105
1652
$3K ﹤0.01%
62
1653
$3K ﹤0.01%
200
-1,700
1654
$2K ﹤0.01%
40
1655
$2K ﹤0.01%
18
1656
$2K ﹤0.01%
25
-75
1657
$2K ﹤0.01%
11
1658
$2K ﹤0.01%
50
1659
$2K ﹤0.01%
97
1660
$2K ﹤0.01%
62
+1
1661
$2K ﹤0.01%
+10
1662
$2K ﹤0.01%
100
1663
$2K ﹤0.01%
78
1664
$2K ﹤0.01%
210
1665
$2K ﹤0.01%
11
-22
1666
$2K ﹤0.01%
176
1667
$2K ﹤0.01%
38
1668
$2K ﹤0.01%
42
1669
$2K ﹤0.01%
106
1670
$2K ﹤0.01%
6
1671
$2K ﹤0.01%
18
1672
$2K ﹤0.01%
+75
1673
$2K ﹤0.01%
56
1674
$2K ﹤0.01%
47
1675
$2K ﹤0.01%
26
65 66
67
68 69