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
826
$44.2K ﹤0.01%
5,017
-1,000
827
$43.7K ﹤0.01%
800
-156
828
$43.6K ﹤0.01%
398
+15
829
$43.3K ﹤0.01%
547
830
$43.3K ﹤0.01%
1,476
-250
831
$43.2K ﹤0.01%
320
+21
832
$43K ﹤0.01%
844
+100
833
$42.8K ﹤0.01%
850
-51
834
$42.7K ﹤0.01%
270
-35
835
$42.5K ﹤0.01%
1,400
+1,340
836
$42.4K ﹤0.01%
2,767
+448
837
$42.2K ﹤0.01%
1,101
838
$42K ﹤0.01%
1,200
839
$41.9K ﹤0.01%
324
+3
840
$41.8K ﹤0.01%
1,603
+763
841
$41.7K ﹤0.01%
445
-4
842
$41.7K ﹤0.01%
710
843
$41.6K ﹤0.01%
197
-241
844
$41.3K ﹤0.01%
3,720
+2,220
845
$41.3K ﹤0.01%
90
846
$41.1K ﹤0.01%
1,728
-7,132
847
$41K ﹤0.01%
1,096
+5
848
$40.8K ﹤0.01%
422
849
$40.8K ﹤0.01%
1,003
850
$40.6K ﹤0.01%
1,883
32 33
34
35 36