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
1826
– –
0
1827
$0 ﹤0.01%
3
1828
$0 ﹤0.01%
+14
1829
– –
-124
1830
$0 ﹤0.01%
15
1831
$0 ﹤0.01%
11
1832
– –
-172
1833
– –
-3,301
1834
– –
0
1835
– –
-250
1836
– –
-300
1837
$0 ﹤0.01%
+4
1838
– –
-21
1839
$0 ﹤0.01%
+58
1840
– –
-8,500
1841
– –
-66
1842
$0 ﹤0.01%
+4
1843
– –
-36
1844
– –
-50
1845
$0 ﹤0.01%
9
1846
$0 ﹤0.01%
12
1847
– –
-2
1848
– –
0
1849
$0 ﹤0.01%
+11
1850
$0 ﹤0.01%
+35
72 73
74
75 76