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
751
$59.3K 0.01%
351
752
$59.1K 0.01%
1,136
753
$59K 0.01%
1,285
+48
754
$58.9K 0.01%
1,200
+61
755
$58.9K 0.01%
390
756
$58.6K 0.01%
1,887
-694
757
$58.5K 0.01%
1,034
-161
758
$58.4K 0.01%
2,143
+5
759
$57.6K 0.01%
266
+255
760
$57.5K 0.01%
18,494
-12,300
761
$57.4K 0.01%
249
762
$56.8K 0.01%
3,763
+193
763
$56.8K 0.01%
937
+3
764
$56.7K 0.01%
750
-1,720
765
$56.5K 0.01%
526
+34
766
$56.3K 0.01%
1,206
-1,242
767
$56.2K 0.01%
1,453
+56
768
$56.1K 0.01%
783
769
$55.9K 0.01%
4,846
-20,007
770
$55.9K 0.01%
946
+367
771
$55.7K 0.01%
1,384
-36
772
$55.2K 0.01%
556
+210
773
$55.1K 0.01%
3,938
+2,338
774
$55K 0.01%
253
-1
775
$54.8K 0.01%
13,247
+2,550
29 30
31
32 33