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
1101
$18.6K ﹤0.01%
224
1102
$18.6K ﹤0.01%
467
-1,849
1103
$18.6K ﹤0.01%
1,000
1104
$18.6K ﹤0.01%
1,237
1105
$18.5K ﹤0.01%
+850
1106
$18.4K ﹤0.01%
300
1107
$18.3K ﹤0.01%
1,469
+30
1108
$18.3K ﹤0.01%
94
1109
$18.1K ﹤0.01%
1,452
-1,517
1110
$18.1K ﹤0.01%
1,000
1111
$18K ﹤0.01%
1,164
+385
1112
$18K ﹤0.01%
582
-358
1113
$17.9K ﹤0.01%
604
1114
$17.9K ﹤0.01%
390
-15
1115
$17.9K ﹤0.01%
500
1116
$17.9K ﹤0.01%
+330
1117
$17.8K ﹤0.01%
+270
1118
$17.8K ﹤0.01%
269
+8
1119
$17.8K ﹤0.01%
5,196
1120
$17.7K ﹤0.01%
444
-6,268
1121
$17.7K ﹤0.01%
205
+3
1122
$17.7K ﹤0.01%
270
1123
$17.7K ﹤0.01%
243
-5,408
1124
$17.7K ﹤0.01%
355
-646
1125
$17.6K ﹤0.01%
249
43 44
45
46 47