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
1801
$1K ﹤0.01%
36
1802
$1K ﹤0.01%
+50
1803
$1K ﹤0.01%
39
1804
$1K ﹤0.01%
400
-400
1805
$1K ﹤0.01%
68
1806
$1K ﹤0.01%
7
1807
$1K ﹤0.01%
+27
1808
$1K ﹤0.01%
96
1809
$1K ﹤0.01%
605
1810
$1K ﹤0.01%
97
1811
$1K ﹤0.01%
78
+1
1812
$1K ﹤0.01%
30
+12
1813
$1K ﹤0.01%
19
1814
$1K ﹤0.01%
161
1815
$1K ﹤0.01%
1,000
1816
$1K ﹤0.01%
+400
1817
$1K ﹤0.01%
300
-1,000
1818
$1K ﹤0.01%
819
1819
$1K ﹤0.01%
32
1820
$1K ﹤0.01%
31
+30
1821
$1K ﹤0.01%
59
+53
1822
$1K ﹤0.01%
400
1823
$1K ﹤0.01%
+205
1824
$0 ﹤0.01%
+14
1825
– –
-124
71 72
73
74 75