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
176
$1.23M 0.11%
22,183
+20,205
177
$1.21M 0.11%
26,347
+3,598
178
$1.2M 0.11%
10,919
+576
179
$1.19M 0.11%
30,168
+30,007
180
$1.19M 0.11%
90,252
+8,472
181
$1.19M 0.11%
52,624
-1,000
182
$1.18M 0.11%
21,609
+8,121
183
$1.16M 0.11%
11,312
+1,214
184
$1.16M 0.11%
54,292
+12,121
185
$1.15M 0.11%
18,547
+2,095
186
$1.15M 0.11%
18,780
+2,380
187
$1.14M 0.11%
56,298
-6,151
188
$1.14M 0.11%
20,758
+5,667
189
$1.13M 0.1%
39,854
+8
190
$1.13M 0.1%
40,504
+3,732
191
$1.13M 0.1%
4,154
+308
192
$1.13M 0.1%
59,158
-969
193
$1.12M 0.1%
50,176
-200
194
$1.11M 0.1%
20,243
+511
195
$1.11M 0.1%
15,109
+1,682
196
$1.11M 0.1%
6,362
-36
197
$1.09M 0.1%
14,335
+745
198
$1.09M 0.1%
7,671
-249
199
$1.09M 0.1%
3,773
-7,928
200
$1.09M 0.1%
68,400
+1,500
6 7
8
9 10