AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 6.06%
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
1801
$1K ﹤0.01%
100
1802
$1K ﹤0.01%
3
1803
$1K ﹤0.01%
159
1804
$1K ﹤0.01%
+61
1805
$1K ﹤0.01%
5
1806
$1K ﹤0.01%
300
1807
$1K ﹤0.01%
78
+8
1808
$1K ﹤0.01%
36
1809
$1K ﹤0.01%
+50
1810
$1K ﹤0.01%
39
1811
$1K ﹤0.01%
400
-400
1812
$1K ﹤0.01%
68
1813
$1K ﹤0.01%
7
1814
$1K ﹤0.01%
+27
1815
$1K ﹤0.01%
96
1816
$1K ﹤0.01%
605
1817
$1K ﹤0.01%
97
1818
$1K ﹤0.01%
78
+1
1819
$1K ﹤0.01%
30
+12
1820
$1K ﹤0.01%
19
1821
$1K ﹤0.01%
20
1822
$1K ﹤0.01%
161
1823
$1K ﹤0.01%
1,000
1824
-8,410
1825
-135