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
701
$71.2K 0.01%
3,687
+2,474
702
$71.1K 0.01%
5,830
-7,221
703
$71K 0.01%
2,020
+610
704
$71K 0.01%
1,137
-431
705
$70.5K 0.01%
3,678
+2,897
706
$69.8K 0.01%
892
-32
707
$69.3K 0.01%
426
708
$69.2K 0.01%
468
+17
709
$68.4K 0.01%
27,040
-750
710
$68.4K 0.01%
1,511
-2,207
711
$68.2K 0.01%
4,714
+7
712
$68K 0.01%
680
713
$67.8K 0.01%
1,026
714
$67.5K 0.01%
760
715
$67.5K 0.01%
1,452
+1,128
716
$67.4K 0.01%
1,108
-58
717
$66.9K 0.01%
201
-16
718
$66.8K 0.01%
1,401
719
$66.2K 0.01%
3,650
720
$66.1K 0.01%
918
-423
721
$66K 0.01%
867
+73
722
$65.8K 0.01%
+1,269
723
$65.6K 0.01%
1,458
-290
724
$65.4K 0.01%
670
725
$64.8K 0.01%
1,202
-198
27 28
29
30 31