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
876
$37.2K ﹤0.01%
1,336
-1,452
877
$37.2K ﹤0.01%
1,300
878
$37.2K ﹤0.01%
708
879
$37.1K ﹤0.01%
286
+4
880
$36.7K ﹤0.01%
135
+3
881
$36.6K ﹤0.01%
271
+64
882
$36.5K ﹤0.01%
263
-5,294
883
$36.4K ﹤0.01%
714
884
$36.3K ﹤0.01%
686
-86
885
$36.2K ﹤0.01%
610
+184
886
$36.1K ﹤0.01%
889
-1,040
887
$35.7K ﹤0.01%
1,165
-93
888
$35.6K ﹤0.01%
763
-72
889
$35.5K ﹤0.01%
1,357
-150
890
$35.4K ﹤0.01%
660
+58
891
$35.2K ﹤0.01%
1,253
+253
892
$35.2K ﹤0.01%
406
893
$35.2K ﹤0.01%
944
894
$35.1K ﹤0.01%
1,530
-2
895
$35.1K ﹤0.01%
406
+5
896
$35.1K ﹤0.01%
1,116
897
$35K ﹤0.01%
249
+3
898
$35K ﹤0.01%
3,105
+25
899
$34.9K ﹤0.01%
352
+57
900
$34.9K ﹤0.01%
1,000
-100
34 35
36
37 38