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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
1926
$0 ﹤0.01%
+8
1927
$0 ﹤0.01%
24
+19
1928
– –
-56
1929
– –
-300
1930
– –
0
1931
– –
-263
1932
– –
-34
1933
– –
-8
1934
– –
-203
1935
$0 ﹤0.01%
20
1936
$0 ﹤0.01%
20
1937
$0 ﹤0.01%
+15
1938
– –
-49
1939
– –
-250
1940
– –
-1,418
1941
– –
-10
1942
– –
-5,000
1943
– –
-193
1944
– –
-7
1945
$0 ﹤0.01%
+19
1946
$0 ﹤0.01%
10
1947
$0 ﹤0.01%
1
1948
– –
-8
1949
– –
0
1950
– –
-5
76 77
78
79 80