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
476
$190K 0.02%
6,087
-350
477
$189K 0.02%
6,061
-3
478
$185K 0.02%
9,508
+666
479
$185K 0.02%
8,757
+1,449
480
$185K 0.02%
2,010
-100
481
$183K 0.02%
938
+2
482
$183K 0.02%
715
+73
483
$183K 0.02%
473
-6
484
$181K 0.02%
1,167
-29
485
$180K 0.02%
10,464
-67
486
$180K 0.02%
1,308
+78
487
$179K 0.02%
3,979
+954
488
$176K 0.02%
4,701
-850
489
$176K 0.02%
666
-1
490
$176K 0.02%
2,835
+2,803
491
$173K 0.02%
4,444
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492
$173K 0.02%
1,140
-47
493
$173K 0.02%
3,998
+1
494
$172K 0.02%
8,426
+385
495
$171K 0.02%
750
-99
496
$171K 0.02%
1,675
-10
497
$170K 0.02%
1,366
-115
498
$169K 0.02%
2,164
-56
499
$167K 0.02%
2,511
500
$166K 0.02%
1,076
+47
18 19
20
21 22