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
651
$88.4K 0.01%
1,000
652
$88.2K 0.01%
+3,370
653
$88.2K 0.01%
657
-318
654
$87.5K 0.01%
614
-1
655
$87.2K 0.01%
4,111
-26
656
$86.7K 0.01%
2,000
657
$86.7K 0.01%
225
658
$86.7K 0.01%
1,506
-31
659
$86.1K 0.01%
1,964
660
$85.6K 0.01%
339
661
$85.1K 0.01%
2,715
-245
662
$84.7K 0.01%
2,649
-2,286
663
$84.2K 0.01%
+2,880
664
$83.6K 0.01%
805
665
$83.3K 0.01%
+1,560
666
$82.7K 0.01%
1,371
-289
667
$82.5K 0.01%
954
-1,274
668
$82.3K 0.01%
2,422
-260
669
$80.5K 0.01%
1,100
+3
670
$80.4K 0.01%
2,100
-200
671
$80.2K 0.01%
660
-12
672
$80.1K 0.01%
3,091
+8
673
$80K 0.01%
1,527
-158
674
$79.7K 0.01%
8,128
675
$79.6K 0.01%
351
25 26
27
28 29