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
1176
$14.8K ﹤0.01%
591
1177
$14.8K ﹤0.01%
594
1178
$14.8K ﹤0.01%
1,490
1179
$14.8K ﹤0.01%
275
-2
1180
$14.7K ﹤0.01%
2,887
+27
1181
$14.7K ﹤0.01%
+243
1182
$14.6K ﹤0.01%
616
1183
$14.6K ﹤0.01%
645
+620
1184
$14.5K ﹤0.01%
110
+3
1185
$14.5K ﹤0.01%
125
-1,417
1186
$14.5K ﹤0.01%
589
1187
$14.4K ﹤0.01%
2,185
-206
1188
$14.4K ﹤0.01%
275
1189
$14.4K ﹤0.01%
383
+169
1190
$14.4K ﹤0.01%
604
1191
$14.4K ﹤0.01%
179
-85
1192
$14.3K ﹤0.01%
180
1193
$14.3K ﹤0.01%
359
1194
$14.3K ﹤0.01%
1,020
-338
1195
$14.2K ﹤0.01%
411
+2
1196
$14.2K ﹤0.01%
172
+6
1197
$14.1K ﹤0.01%
807
-73
1198
$14K ﹤0.01%
486
+41
1199
$14K ﹤0.01%
219
+26
1200
$13.9K ﹤0.01%
740
46 47
48
49 50