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
951
$29.2K ﹤0.01%
82
-156
952
$29K ﹤0.01%
953
-83
953
$28.8K ﹤0.01%
421
954
$28.8K ﹤0.01%
1,291
+9
955
$28.7K ﹤0.01%
1,005
+3
956
$28.6K ﹤0.01%
1,207
+7
957
$28.6K ﹤0.01%
1,425
+625
958
$28.6K ﹤0.01%
250
959
$28.3K ﹤0.01%
+1,362
960
$28.1K ﹤0.01%
1,195
961
$28.1K ﹤0.01%
222
-42
962
$28K ﹤0.01%
875
+565
963
$27.9K ﹤0.01%
288
+15
964
$27.8K ﹤0.01%
450
965
$27.8K ﹤0.01%
950
966
$27.7K ﹤0.01%
78
+8
967
$27.7K ﹤0.01%
575
-150
968
$27.6K ﹤0.01%
1,000
969
$27.5K ﹤0.01%
642
-2,484
970
$27.3K ﹤0.01%
1,600
971
$27.3K ﹤0.01%
900
972
$27.2K ﹤0.01%
784
973
$27.1K ﹤0.01%
+456
974
$26.9K ﹤0.01%
+518
975
$26.8K ﹤0.01%
1,056
37 38
39
40 41