We are live on ! Find out more
AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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 +$17.3M
2 +$8.8M
3 +$8.59M
4
BND icon
Vanguard Total Bond Market
BND
+$7.74M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.66M

Top Sells

1 +$2.83M
2 +$2.75M
3 +$2.23M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.3M

Sector Composition

1 Technology 6.06%
2 Healthcare 5.71%
3 Industrials 5.32%
4 Financials 4.26%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$1K ﹤0.01%
32
1777
$1K ﹤0.01%
464
1778
$1K ﹤0.01%
122
1779
$1K ﹤0.01%
17
-6
1780
$1K ﹤0.01%
35
-200
1781
$1K ﹤0.01%
17
1782
$1K ﹤0.01%
6
1783
$1K ﹤0.01%
8
+3
1784
$1K ﹤0.01%
4
1785
$1K ﹤0.01%
11
1786
$1K ﹤0.01%
+175
1787
$1K ﹤0.01%
+30
1788
$1K ﹤0.01%
+32
1789
$1K ﹤0.01%
28
1790
$1K ﹤0.01%
100
1791
$1K ﹤0.01%
78
+8
1792
$1K ﹤0.01%
36
1793
$1K ﹤0.01%
+50
1794
$1K ﹤0.01%
39
1795
$1K ﹤0.01%
400
-400
1796
$1K ﹤0.01%
68
1797
$1K ﹤0.01%
7
1798
$1K ﹤0.01%
+27
1799
$1K ﹤0.01%
96
1800
$1K ﹤0.01%
605