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
926
$31.8K ﹤0.01%
533
-2,152
927
$31.7K ﹤0.01%
345
+105
928
$31.7K ﹤0.01%
1,220
+1
929
$31.7K ﹤0.01%
583
930
$31.6K ﹤0.01%
5,052
+2
931
$31.5K ﹤0.01%
150
+62
932
$31.3K ﹤0.01%
841
+12
933
$30.9K ﹤0.01%
370
-97
934
$30.8K ﹤0.01%
529
935
$30.7K ﹤0.01%
504
+1
936
$30.7K ﹤0.01%
+165
937
$30.5K ﹤0.01%
900
938
$30.4K ﹤0.01%
550
939
$30.4K ﹤0.01%
1,194
940
$30.4K ﹤0.01%
724
-200
941
$30.4K ﹤0.01%
1,700
942
$30K ﹤0.01%
638
+50
943
$29.9K ﹤0.01%
692
-102
944
$29.8K ﹤0.01%
220
945
$29.7K ﹤0.01%
355
946
$29.7K ﹤0.01%
912
-335
947
$29.6K ﹤0.01%
855
+20
948
$29.5K ﹤0.01%
254
+2
949
$29.4K ﹤0.01%
229
-274
950
$29.2K ﹤0.01%
329
36 37
38
39 40