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
676
$79.3K 0.01%
1,270
+530
677
$79.2K 0.01%
1,655
+130
678
$79.2K 0.01%
5,366
+727
679
$79.1K 0.01%
587
-18
680
$79K 0.01%
1,246
681
$78.9K 0.01%
2,300
-146
682
$78.8K 0.01%
544
+19
683
$78.8K 0.01%
492
-4
684
$78.5K 0.01%
+4,484
685
$78.2K 0.01%
1,852
686
$77.9K 0.01%
247
+11
687
$77.2K 0.01%
833
+798
688
$76.6K 0.01%
5,275
+2,543
689
$76.3K 0.01%
251
+6
690
$76.1K 0.01%
2,685
+835
691
$75.5K 0.01%
991
+90
692
$75.2K 0.01%
4,052
+275
693
$75.2K 0.01%
904
-26
694
$74.5K 0.01%
2,000
695
$74.5K 0.01%
2,344
696
$73.9K 0.01%
2,788
697
$73.1K 0.01%
2,194
698
$72.5K 0.01%
3,500
699
$71.6K 0.01%
1,316
-30
700
$71.3K 0.01%
766
26 27
28
29 30