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
1676
$2K ﹤0.01%
30
1677
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27
1678
$2K ﹤0.01%
+200
1679
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21
1680
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96
1681
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1682
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+76
1683
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73
1684
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+60
1685
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127
1686
$2K ﹤0.01%
60
1687
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1688
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50
1689
$2K ﹤0.01%
474
1690
$2K ﹤0.01%
357
1691
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21
-3
1692
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+34
1693
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40
1694
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49
1695
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40
1696
$2K ﹤0.01%
+85
1697
$2K ﹤0.01%
55
1698
$2K ﹤0.01%
300
-2,000
1699
$2K ﹤0.01%
9
1700
$2K ﹤0.01%
12