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
401
$283K 0.03%
11,306
-28,374
402
$283K 0.03%
4,239
-553
403
$282K 0.03%
16,099
-93
404
$281K 0.03%
3,574
-212
405
$280K 0.03%
1,503
-255
406
$278K 0.03%
1,426
+18
407
$278K 0.03%
4,793
-93
408
$277K 0.03%
14,700
409
$276K 0.03%
3,463
+618
410
$275K 0.03%
12,421
+3,489
411
$274K 0.03%
13,525
-5,777
412
$274K 0.03%
595
-29
413
$273K 0.02%
2,603
+147
414
$272K 0.02%
213
-7
415
$271K 0.02%
10,185
+1,410
416
$270K 0.02%
10,418
+186
417
$269K 0.02%
1,826
-2
418
$269K 0.02%
21,335
+1,123
419
$267K 0.02%
2,929
+23
420
$264K 0.02%
1,256
+355
421
$260K 0.02%
5,443
422
$260K 0.02%
2,354
-2,677
423
$259K 0.02%
3,892
-81
424
$256K 0.02%
2,633
-6,828
425
$255K 0.02%
7,506
-2,181
15 16
17
18 19