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
501
$164K 0.02%
2,230
502
$163K 0.01%
351
+2
503
$162K 0.01%
4,761
+1,800
504
$162K 0.01%
882
-4
505
$160K 0.01%
709
-545
506
$160K 0.01%
1,585
-22
507
$160K 0.01%
2,293
-128
508
$157K 0.01%
1,333
-44
509
$156K 0.01%
4,400
510
$156K 0.01%
+1,896
511
$155K 0.01%
7,543
+2,041
512
$155K 0.01%
6,550
513
$155K 0.01%
2,400
+54
514
$155K 0.01%
648
-21
515
$154K 0.01%
2,465
-826
516
$154K 0.01%
605
+407
517
$153K 0.01%
1,465
+6
518
$153K 0.01%
1,866
-215
519
$152K 0.01%
3,517
-154
520
$152K 0.01%
1,833
+188
521
$151K 0.01%
1,946
+1
522
$150K 0.01%
3,189
523
$150K 0.01%
470
524
$150K 0.01%
672
-176
525
$149K 0.01%
3,879
-5
19 20
21
22 23