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
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,519
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$6.06M
3
+$4.51M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.72M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.2M

Top Sells

1
+$6.3M
2
+$4.98M
3
+$2.19M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.8M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.66M

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
251
$709K 0.06%
7,171
-56
252
$697K 0.06%
12,108
+797
253
$687K 0.06%
6,270
-384
254
$679K 0.06%
1,399
+10
255
$673K 0.06%
19,560
+19,187
256
$662K 0.06%
25,866
257
$655K 0.06%
8,295
+1,044
258
$655K 0.06%
5,132
+39
259
$646K 0.06%
17,288
+750
260
$633K 0.06%
10,461
+1,589
261
$630K 0.06%
34,926
+1,170
262
$624K 0.06%
7,589
-148
263
$620K 0.06%
2,550
+1
264
$609K 0.06%
4,156
+16
265
$604K 0.06%
31,355
-1,282
266
$603K 0.06%
21,430
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267
$599K 0.05%
5,923
-288
268
$599K 0.05%
16,618
-394
269
$594K 0.05%
20,759
+1,524
270
$591K 0.05%
2,729
-106
271
$587K 0.05%
2,055
+47
272
$587K 0.05%
3,813
-28
273
$586K 0.05%
15,450
-682
274
$585K 0.05%
9,273
+7
275
$582K 0.05%
20,951
+2,903
9 10
11
12 13