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
1151
$16.2K ﹤0.01%
1,550
-430
1152
$16.1K ﹤0.01%
609
+1
1153
$16K ﹤0.01%
121
+19
1154
$15.8K ﹤0.01%
828
-146
1155
$15.8K ﹤0.01%
1,370
1156
$15.7K ﹤0.01%
323
+8
1157
$15.7K ﹤0.01%
522
-117
1158
$15.7K ﹤0.01%
501
-13
1159
$15.7K ﹤0.01%
198
+7
1160
$15.6K ﹤0.01%
176
+31
1161
$15.6K ﹤0.01%
699
+1
1162
$15.5K ﹤0.01%
214
-2
1163
$15.5K ﹤0.01%
200
1164
$15.5K ﹤0.01%
296
+2
1165
$15.4K ﹤0.01%
1,043
+33
1166
$15.3K ﹤0.01%
551
+501
1167
$15.3K ﹤0.01%
5,424
-1,812
1168
$15.1K ﹤0.01%
540
+7
1169
$15K ﹤0.01%
708
+195
1170
$15K ﹤0.01%
600
1171
$15K ﹤0.01%
715
1172
$15K ﹤0.01%
388
-117
1173
$14.9K ﹤0.01%
95
-3
1174
$14.9K ﹤0.01%
313
+16
1175
$14.8K ﹤0.01%
2,298
+37
45 46
47
48 49