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
101
$2.64M 0.24%
19,295
+545
102
$2.54M 0.23%
27,902
-183
103
$2.53M 0.23%
26,700
+6,478
104
$2.52M 0.23%
34,604
+4,452
105
$2.48M 0.23%
23,895
+548
106
$2.48M 0.23%
13,584
-216
107
$2.44M 0.22%
106,350
+13,252
108
$2.41M 0.22%
39,976
+62
109
$2.38M 0.22%
6,688
+106
110
$2.34M 0.21%
107,076
+4,512
111
$2.33M 0.21%
18,815
+883
112
$2.32M 0.21%
99,199
+10,435
113
$2.29M 0.21%
50,484
-460
114
$2.26M 0.21%
9,356
-56
115
$2.23M 0.2%
16,670
+298
116
$2.2M 0.2%
12,017
+672
117
$2.2M 0.2%
7,869
+202
118
$2.2M 0.2%
25,027
+269
119
$2.17M 0.2%
30,304
+201
120
$2.17M 0.2%
55,717
+1,559
121
$2.16M 0.2%
31,921
+1,624
122
$2.15M 0.2%
23,185
+4,287
123
$2.15M 0.2%
23,088
-680
124
$2.14M 0.2%
22,818
-135
125
$2.14M 0.2%
4,297
+107
3 4
5
6 7