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
976
$26.7K ﹤0.01%
121
+79
977
$26.7K ﹤0.01%
1,165
+53
978
$26.7K ﹤0.01%
282
979
$26.6K ﹤0.01%
491
+9
980
$26.6K ﹤0.01%
64
-4
981
$26.5K ﹤0.01%
435
+111
982
$26.2K ﹤0.01%
244
983
$26.1K ﹤0.01%
2,948
984
$26K ﹤0.01%
321
-191
985
$25.9K ﹤0.01%
670
+7
986
$25.8K ﹤0.01%
183
+5
987
$25.7K ﹤0.01%
6,089
988
$25.7K ﹤0.01%
184
+42
989
$25.6K ﹤0.01%
965
+697
990
$25.5K ﹤0.01%
37
-7
991
$25.5K ﹤0.01%
920
-190
992
$25.4K ﹤0.01%
103
-25
993
$25.4K ﹤0.01%
9,589
+270
994
$25.4K ﹤0.01%
847
+6
995
$25.3K ﹤0.01%
468
-10
996
$25.2K ﹤0.01%
+521
997
$25.1K ﹤0.01%
1,850
998
$24.9K ﹤0.01%
2,000
-600
999
$24.9K ﹤0.01%
+1,298
1000
$24.9K ﹤0.01%
267
38 39
40
41 42