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
426
$253K 0.02%
9,596
-34
427
$252K 0.02%
4,849
-109
428
$250K 0.02%
7,409
429
$247K 0.02%
691
+16
430
$245K 0.02%
4,843
-952
431
$244K 0.02%
10,126
+679
432
$243K 0.02%
3,507
+1,954
433
$241K 0.02%
5,907
+4,280
434
$240K 0.02%
6,798
+37
435
$240K 0.02%
4,761
+3
436
$235K 0.02%
719
-27
437
$235K 0.02%
2,697
-89
438
$234K 0.02%
6,850
+1,000
439
$233K 0.02%
4,627
-150
440
$231K 0.02%
3,835
-504
441
$228K 0.02%
4,815
+2,500
442
$227K 0.02%
8,454
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443
$227K 0.02%
2,553
+531
444
$224K 0.02%
11,934
+163
445
$222K 0.02%
3,097
-1,389
446
$222K 0.02%
1,190
-54
447
$221K 0.02%
4,227
-96
448
$220K 0.02%
3,205
-212
449
$218K 0.02%
1,523
-608
450
$214K 0.02%
2,215
+251
16 17
18
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