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
901
$34.8K ﹤0.01%
1,507
-292
902
$34.6K ﹤0.01%
885
903
$34.6K ﹤0.01%
362
-2
904
$34.6K ﹤0.01%
1,200
905
$34.5K ﹤0.01%
13
906
$34.5K ﹤0.01%
508
+2
907
$34.4K ﹤0.01%
87
-8
908
$34.4K ﹤0.01%
1,145
-530
909
$34.4K ﹤0.01%
474
+155
910
$33.5K ﹤0.01%
320
-12
911
$33.4K ﹤0.01%
413
+1
912
$33.4K ﹤0.01%
3,000
913
$33.3K ﹤0.01%
2,500
-600
914
$33K ﹤0.01%
478
-283
915
$33K ﹤0.01%
255
-122
916
$32.8K ﹤0.01%
519
-6
917
$32.8K ﹤0.01%
810
+32
918
$32.8K ﹤0.01%
537
-8
919
$32.6K ﹤0.01%
189
-31
920
$32.6K ﹤0.01%
590
921
$32.6K ﹤0.01%
1,190
+937
922
$32.5K ﹤0.01%
156
+10
923
$32.3K ﹤0.01%
381
-1
924
$31.9K ﹤0.01%
1,085
-20
925
$31.8K ﹤0.01%
412
+11
35 36
37
38 39