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
851
$40.5K ﹤0.01%
3,453
+128
852
$40.2K ﹤0.01%
1,700
853
$40K ﹤0.01%
2,970
+800
854
$39.9K ﹤0.01%
930
+6
855
$39.6K ﹤0.01%
1,125
-131
856
$39.6K ﹤0.01%
680
+5
857
$39.5K ﹤0.01%
3,587
+400
858
$39.5K ﹤0.01%
1,095
+27
859
$39.2K ﹤0.01%
2,453
-4,197
860
$39.2K ﹤0.01%
233
+1
861
$39.2K ﹤0.01%
1,479
-37
862
$38.9K ﹤0.01%
785
-173
863
$38.4K ﹤0.01%
300
864
$38.4K ﹤0.01%
2,010
+1,785
865
$38.4K ﹤0.01%
544
+18
866
$38.3K ﹤0.01%
760
+2
867
$38.3K ﹤0.01%
1,929
+28
868
$38.3K ﹤0.01%
2,055
+910
869
$38.3K ﹤0.01%
356
-3
870
$38K ﹤0.01%
619
-2
871
$37.7K ﹤0.01%
244
+89
872
$37.6K ﹤0.01%
810
-1,210
873
$37.6K ﹤0.01%
1,042
-37
874
$37.5K ﹤0.01%
311
-71
875
$37.2K ﹤0.01%
3,868
-430
33 34
35
36 37