AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,519
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.02M
3
+$4.37M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.67M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.21M

Top Sells

1
+$6.3M
2
+$4.87M
3
+$2.26M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.82M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.64M

Sector Composition

1 Technology 7.91%
2 Healthcare 4.9%
3 Industrials 4.01%
4 Financials 3.67%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-5
2502
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-5
2503
– –
-2
2504
– –
-1,885
2505
– –
-13
2506
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-30
2507
– –
-5
2508
– –
-10
2509
– –
-31
2510
– –
-51
2511
– –
-30
2512
– –
-3
2513
– –
-652
2514
– –
-2,696
2515
– –
-153
2516
– –
-1,495
2517
– –
-100
97 98 99 100
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