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
1126
$17.6K ﹤0.01%
405
+8
1127
$17.5K ﹤0.01%
481
1128
$17.5K ﹤0.01%
248
+40
1129
$17.4K ﹤0.01%
1,537
1130
$17.2K ﹤0.01%
892
+22
1131
$17.2K ﹤0.01%
7
-4
1132
$17.2K ﹤0.01%
+350
1133
$17.2K ﹤0.01%
329
1134
$17K ﹤0.01%
318
1135
$17K ﹤0.01%
750
1136
$16.9K ﹤0.01%
6,000
1137
$16.8K ﹤0.01%
300
1138
$16.7K ﹤0.01%
656
-904
1139
$16.6K ﹤0.01%
923
+31
1140
$16.6K ﹤0.01%
118
1141
$16.6K ﹤0.01%
1,388
-85
1142
$16.5K ﹤0.01%
285
-87
1143
$16.5K ﹤0.01%
2,076
1144
$16.4K ﹤0.01%
730
1145
$16.3K ﹤0.01%
165
-5
1146
$16.3K ﹤0.01%
115
-45
1147
$16.3K ﹤0.01%
214
1148
$16.2K ﹤0.01%
170
+2
1149
$16.2K ﹤0.01%
578
+13
1150
$16.2K ﹤0.01%
875
44 45
46
47 48