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
451
$214K 0.02%
2,051
+17
452
$211K 0.02%
1,399
-3
453
$210K 0.02%
+6,540
454
$210K 0.02%
256
+1
455
$210K 0.02%
1,714
-57
456
$209K 0.02%
1,567
+162
457
$209K 0.02%
3,820
+635
458
$208K 0.02%
1,116
459
$208K 0.02%
8,233
-16,680
460
$207K 0.02%
1,013
+55
461
$206K 0.02%
876
462
$205K 0.02%
3,038
463
$204K 0.02%
5,355
-95
464
$204K 0.02%
2,896
465
$203K 0.02%
8,746
-77,628
466
$203K 0.02%
980
+10
467
$203K 0.02%
10,492
+8
468
$202K 0.02%
1,853
+136
469
$199K 0.02%
1,026
-33
470
$198K 0.02%
1,189
-257
471
$195K 0.02%
4,070
-160
472
$195K 0.02%
442
-10
473
$194K 0.02%
1,166
+76
474
$193K 0.02%
863
-17
475
$192K 0.02%
7,834
+687
17 18
19
20 21