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
326
$410K 0.04%
6,956
-332
327
$410K 0.04%
7,677
-1,939
328
$407K 0.04%
1,523
+192
329
$407K 0.04%
2,889
-95
330
$407K 0.04%
9,807
-81
331
$406K 0.04%
2,019
-502
332
$406K 0.04%
11,068
-714
333
$399K 0.04%
19,208
-970
334
$398K 0.04%
2,442
+26
335
$396K 0.04%
3,479
-89
336
$396K 0.04%
8,018
+97
337
$394K 0.04%
8,398
+1,368
338
$394K 0.04%
6,723
+401
339
$392K 0.04%
3,466
+162
340
$385K 0.04%
6,795
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341
$382K 0.04%
2,316
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342
$382K 0.03%
12,879
+326
343
$377K 0.03%
5,116
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344
$376K 0.03%
14,143
-188
345
$375K 0.03%
1,189
-12
346
$373K 0.03%
3,098
+24
347
$373K 0.03%
1,755
+11
348
$371K 0.03%
15,147
349
$370K 0.03%
15,157
-205
350
$366K 0.03%
+12,169
12 13
14
15 16