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
1026
$23.1K ﹤0.01%
926
+16
1027
$23.1K ﹤0.01%
301
+151
1028
$23.1K ﹤0.01%
198
-97
1029
$23K ﹤0.01%
2,524
+24
1030
$23K ﹤0.01%
171
-205
1031
$23K ﹤0.01%
217
+37
1032
$23K ﹤0.01%
75
+12
1033
$22.7K ﹤0.01%
600
1034
$22.7K ﹤0.01%
1,691
+8
1035
$22.7K ﹤0.01%
267
1036
$22.4K ﹤0.01%
200
+35
1037
$22.4K ﹤0.01%
214
1038
$22.3K ﹤0.01%
206
-34
1039
$22.2K ﹤0.01%
548
-39
1040
$22.2K ﹤0.01%
310
+4
1041
$22.2K ﹤0.01%
1,693
1042
$22.2K ﹤0.01%
68
-6
1043
$22.1K ﹤0.01%
317
+5
1044
$22K ﹤0.01%
149
1045
$22K ﹤0.01%
+1,351
1046
$21.9K ﹤0.01%
525
+10
1047
$21.9K ﹤0.01%
516
-98
1048
$21.9K ﹤0.01%
3,708
1049
$21.6K ﹤0.01%
344
-108
1050
$21.6K ﹤0.01%
148
+3
40 41
42
43 44