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
1001
$24.9K ﹤0.01%
130
-24
1002
$24.8K ﹤0.01%
801
+168
1003
$24.8K ﹤0.01%
1,338
-95
1004
$24.7K ﹤0.01%
711
-19
1005
$24.7K ﹤0.01%
106
+1
1006
$24.7K ﹤0.01%
224
-24
1007
$24.6K ﹤0.01%
300
1008
$24.6K ﹤0.01%
+471
1009
$24.5K ﹤0.01%
220
-26
1010
$24.5K ﹤0.01%
16
+4
1011
$24.2K ﹤0.01%
4,141
-249
1012
$24.2K ﹤0.01%
79
+1
1013
$24.1K ﹤0.01%
913
1014
$24.1K ﹤0.01%
750
-50
1015
$24.1K ﹤0.01%
131
+1
1016
$24K ﹤0.01%
638
+88
1017
$23.8K ﹤0.01%
620
1018
$23.8K ﹤0.01%
2,724
1019
$23.7K ﹤0.01%
525
1020
$23.7K ﹤0.01%
1,109
+16
1021
$23.6K ﹤0.01%
704
+527
1022
$23.6K ﹤0.01%
69
-15
1023
$23.5K ﹤0.01%
137
-57
1024
$23.4K ﹤0.01%
+676
1025
$23.4K ﹤0.01%
300
39 40
41
42 43