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
551
$136K 0.01%
751
-246
552
$136K 0.01%
949
+38
553
$135K 0.01%
3,964
-1,816
554
$134K 0.01%
593
+11
555
$133K 0.01%
687
-100
556
$133K 0.01%
2,179
+1,261
557
$132K 0.01%
936
-55
558
$132K 0.01%
2,200
-10
559
$132K 0.01%
658
+2
560
$131K 0.01%
1,070
+3
561
$130K 0.01%
2,800
-4,602
562
$130K 0.01%
612
-20
563
$130K 0.01%
3,020
564
$129K 0.01%
4,775
+2,775
565
$129K 0.01%
2,410
-34
566
$127K 0.01%
1,350
-90
567
$126K 0.01%
1,730
+82
568
$126K 0.01%
1,641
+8
569
$125K 0.01%
680
+212
570
$125K 0.01%
1,235
-3
571
$124K 0.01%
11,114
-125
572
$124K 0.01%
2,442
+1,278
573
$124K 0.01%
2,030
574
$123K 0.01%
1,615
+1,043
575
$123K 0.01%
920
-170
21 22
23
24 25