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
776
$54.8K 0.01%
5,745
777
$54.8K 0.01%
1,930
+1,580
778
$54.4K 0.01%
3,100
-25
779
$54.3K 0.01%
366
+81
780
$54.2K 0.01%
1,550
+7
781
$53.3K ﹤0.01%
476
-27
782
$53.2K ﹤0.01%
1,283
-258
783
$53.1K ﹤0.01%
1,098
+2
784
$53.1K ﹤0.01%
1,605
+1,186
785
$52.8K ﹤0.01%
1,590
+33
786
$52.5K ﹤0.01%
919
-16
787
$52.1K ﹤0.01%
609
-87
788
$52K ﹤0.01%
2,845
+100
789
$51.6K ﹤0.01%
557
-445
790
$51.5K ﹤0.01%
1,580
791
$51.5K ﹤0.01%
129
-8
792
$51.5K ﹤0.01%
235
+10
793
$51.2K ﹤0.01%
1,000
794
$51K ﹤0.01%
2,022
+728
795
$50.8K ﹤0.01%
602
+13
796
$50.6K ﹤0.01%
3,187
797
$50.1K ﹤0.01%
3,474
798
$49.5K ﹤0.01%
5,855
+5
799
$49.4K ﹤0.01%
1,022
+750
800
$49K ﹤0.01%
154
-87
30 31
32
33 34