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
1776
$1K ﹤0.01%
69
1777
$1K ﹤0.01%
11
1778
$1K ﹤0.01%
22
1779
$1K ﹤0.01%
+30
1780
$1K ﹤0.01%
32
1781
$1K ﹤0.01%
464
1782
$1K ﹤0.01%
122
1783
$1K ﹤0.01%
11
1784
$1K ﹤0.01%
25
1785
$1K ﹤0.01%
17
-6
1786
$1K ﹤0.01%
6
1787
$1K ﹤0.01%
8
+3
1788
$1K ﹤0.01%
4
1789
$1K ﹤0.01%
11
1790
$1K ﹤0.01%
+175
1791
$1K ﹤0.01%
+30
1792
$1K ﹤0.01%
+32
1793
$1K ﹤0.01%
28
1794
$1K ﹤0.01%
100
1795
$1K ﹤0.01%
3
1796
$1K ﹤0.01%
159
1797
$1K ﹤0.01%
+61
1798
$1K ﹤0.01%
5
1799
$1K ﹤0.01%
300
1800
$1K ﹤0.01%
78
+8
70 71
72
73 74