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
801
$48.8K ﹤0.01%
134
-389
802
$48.5K ﹤0.01%
169
-11
803
$48.5K ﹤0.01%
2,116
+41
804
$48.3K ﹤0.01%
512
-39
805
$48.3K ﹤0.01%
1,424
-196
806
$48.1K ﹤0.01%
1,378
-39
807
$47.9K ﹤0.01%
384
-225
808
$47.9K ﹤0.01%
490
+102
809
$47.8K ﹤0.01%
1,092
-146
810
$47.5K ﹤0.01%
497
+44
811
$47.3K ﹤0.01%
1,400
812
$47.2K ﹤0.01%
513
-2
813
$47.1K ﹤0.01%
1,185
+839
814
$47K ﹤0.01%
760
815
$46.9K ﹤0.01%
677
-8,384
816
$46.5K ﹤0.01%
83
+3
817
$46.3K ﹤0.01%
1,100
818
$46.1K ﹤0.01%
4,055
-334
819
$46K ﹤0.01%
1,416
-271
820
$45.6K ﹤0.01%
901
+114
821
$45.5K ﹤0.01%
386
822
$45.5K ﹤0.01%
928
823
$45.5K ﹤0.01%
406
-1
824
$45.2K ﹤0.01%
510
825
$44.3K ﹤0.01%
585
31 32
33
34 35