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
1076
$20K ﹤0.01%
631
1077
$19.9K ﹤0.01%
1,674
-337
1078
$19.8K ﹤0.01%
506
+2
1079
$19.8K ﹤0.01%
1,088
+3
1080
$19.8K ﹤0.01%
1,591
+226
1081
$19.8K ﹤0.01%
163
1082
$19.7K ﹤0.01%
+800
1083
$19.5K ﹤0.01%
511
+2
1084
$19.5K ﹤0.01%
263
+138
1085
$19.4K ﹤0.01%
330
1086
$19.3K ﹤0.01%
1,783
+23
1087
$19.3K ﹤0.01%
826
1088
$19.2K ﹤0.01%
43
-4
1089
$19.2K ﹤0.01%
2,361
-7,211
1090
$19.2K ﹤0.01%
477
1091
$19.1K ﹤0.01%
517
+15
1092
$19.1K ﹤0.01%
199
-51
1093
$19K ﹤0.01%
38
+2
1094
$18.9K ﹤0.01%
117
-20
1095
$18.8K ﹤0.01%
767
+267
1096
$18.8K ﹤0.01%
205
1097
$18.7K ﹤0.01%
257
-40
1098
$18.7K ﹤0.01%
583
1099
$18.7K ﹤0.01%
784
1100
$18.7K ﹤0.01%
486
+150
42 43
44
45 46