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
626
$98.3K 0.01%
4,444
+76
627
$98K 0.01%
1,167
+2
628
$97.6K 0.01%
3,267
+73
629
$97.5K 0.01%
3,225
+2,660
630
$97K 0.01%
392
+81
631
$96.9K 0.01%
1,157
+14
632
$96.9K 0.01%
1,927
-127
633
$96.9K 0.01%
734
634
$96.6K 0.01%
1,300
-49
635
$95.7K 0.01%
750
636
$94.5K 0.01%
3,206
+248
637
$94.3K 0.01%
2,890
+1,948
638
$94.2K 0.01%
705
+4
639
$94.2K 0.01%
461
+113
640
$93.5K 0.01%
1,501
+193
641
$93.5K 0.01%
1,431
+3
642
$92.5K 0.01%
2,233
+10
643
$91.1K 0.01%
1,264
+209
644
$89.4K 0.01%
2,335
+1,847
645
$89.4K 0.01%
429
+1
646
$89.2K 0.01%
1,083
-114
647
$89.1K 0.01%
1,000
648
$89K 0.01%
1,241
-236
649
$88.9K 0.01%
531
-9
650
$88.6K 0.01%
2,501
-175
24 25
26
27 28