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
1201
$13.9K ﹤0.01%
70
+16
1202
$13.8K ﹤0.01%
864
-61
1203
$13.7K ﹤0.01%
32
1204
$13.7K ﹤0.01%
303
-3
1205
$13.7K ﹤0.01%
300
1206
$13.7K ﹤0.01%
333
1207
$13.6K ﹤0.01%
307
-2
1208
$13.6K ﹤0.01%
38
+1
1209
$13.5K ﹤0.01%
133
+5
1210
$13.5K ﹤0.01%
113
+34
1211
$13.5K ﹤0.01%
10,000
1212
$13.5K ﹤0.01%
500
1213
$13.5K ﹤0.01%
506
+4
1214
$13.4K ﹤0.01%
3,409
1215
$13.4K ﹤0.01%
65
+52
1216
$13.4K ﹤0.01%
224
-81
1217
$13.4K ﹤0.01%
559
+209
1218
$13.3K ﹤0.01%
91
-6
1219
$13.3K ﹤0.01%
459
1220
$13.3K ﹤0.01%
686
+6
1221
$13.2K ﹤0.01%
225
1222
$13.2K ﹤0.01%
91
-11
1223
$13.2K ﹤0.01%
1,249
1224
$13.2K ﹤0.01%
298
+45
1225
$13.2K ﹤0.01%
51
-7
47 48
49
50 51