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
1051
$21.5K ﹤0.01%
486
1052
$21.4K ﹤0.01%
316
1053
$21.4K ﹤0.01%
780
+10
1054
$21.4K ﹤0.01%
505
+261
1055
$21.4K ﹤0.01%
201
+169
1056
$21.4K ﹤0.01%
1,000
1057
$21.4K ﹤0.01%
709
-45
1058
$21.2K ﹤0.01%
994
-272
1059
$21.2K ﹤0.01%
987
+134
1060
$21.2K ﹤0.01%
300
1061
$21.1K ﹤0.01%
579
+308
1062
$21.1K ﹤0.01%
734
+7
1063
$21.1K ﹤0.01%
897
+31
1064
$20.9K ﹤0.01%
662
1065
$20.7K ﹤0.01%
557
+2
1066
$20.6K ﹤0.01%
829
-41
1067
$20.5K ﹤0.01%
686
+650
1068
$20.5K ﹤0.01%
232
+41
1069
$20.5K ﹤0.01%
101
-1
1070
$20.3K ﹤0.01%
199
+1
1071
$20.2K ﹤0.01%
320
-16
1072
$20.1K ﹤0.01%
455
+30
1073
$20.1K ﹤0.01%
+352
1074
$20K ﹤0.01%
142
-31
1075
$20K ﹤0.01%
248
-67
41 42
43
44 45