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
1726
$1K ﹤0.01%
18
+6
1727
$1K ﹤0.01%
57
1728
$1K ﹤0.01%
25
1729
$1K ﹤0.01%
345
1730
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+40
1731
$1K ﹤0.01%
46
1732
$1K ﹤0.01%
95
1733
$1K ﹤0.01%
+20
1734
$1K ﹤0.01%
20
1735
$1K ﹤0.01%
100
1736
$1K ﹤0.01%
+50
1737
$1K ﹤0.01%
50
1738
$1K ﹤0.01%
9
1739
$1K ﹤0.01%
84
+72
1740
$1K ﹤0.01%
14
1741
$1K ﹤0.01%
26
-82
1742
$1K ﹤0.01%
+52
1743
$1K ﹤0.01%
20
1744
$1K ﹤0.01%
22
1745
$1K ﹤0.01%
200
1746
$1K ﹤0.01%
44
1747
$1K ﹤0.01%
44
1748
$1K ﹤0.01%
400
-200
1749
$1K ﹤0.01%
450
1750
$1K ﹤0.01%
20
68 69
70
71 72