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
726
$64.7K 0.01%
484
-117
727
$64.6K 0.01%
5,161
-5,482
728
$64.2K 0.01%
1,940
-6,156
729
$64.1K 0.01%
7,480
+4,244
730
$64.1K 0.01%
645
-143
731
$63.9K 0.01%
2,805
732
$63.6K 0.01%
759
733
$63.2K 0.01%
2,069
+7
734
$63.1K 0.01%
632
+328
735
$63K 0.01%
1,091
-319
736
$63K 0.01%
+14,181
737
$62.7K 0.01%
1,428
+1,003
738
$62.6K 0.01%
1,600
739
$62.6K 0.01%
563
+2
740
$61.6K 0.01%
1,376
-23
741
$61.3K 0.01%
1,576
-21
742
$61.2K 0.01%
3,000
-500
743
$61.1K 0.01%
787
+2
744
$60.7K 0.01%
1,117
-1,230
745
$60.7K 0.01%
2,075
+775
746
$60.4K 0.01%
1,625
747
$60.1K 0.01%
1,500
748
$60K 0.01%
302
-4
749
$59.8K 0.01%
83
+14
750
$59.7K 0.01%
3,483
+75
28 29
30
31 32