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
1226
$13.1K ﹤0.01%
405
1227
$13.1K ﹤0.01%
289
+3
1228
$13.1K ﹤0.01%
237
+28
1229
$13.1K ﹤0.01%
567
-7,036
1230
$13K ﹤0.01%
300
1231
$13K ﹤0.01%
2,116
1232
$12.9K ﹤0.01%
295
+3
1233
$12.9K ﹤0.01%
201
-30
1234
$12.9K ﹤0.01%
127
-92
1235
$12.8K ﹤0.01%
1,314
1236
$12.8K ﹤0.01%
113
-100
1237
$12.7K ﹤0.01%
342
-116
1238
$12.7K ﹤0.01%
1,449
-288
1239
$12.7K ﹤0.01%
355
+14
1240
$12.7K ﹤0.01%
134
+57
1241
$12.3K ﹤0.01%
61
-5
1242
$12.3K ﹤0.01%
444
1243
$12.3K ﹤0.01%
324
-26
1244
$12.2K ﹤0.01%
572
+10
1245
$12.2K ﹤0.01%
150
1246
$12.1K ﹤0.01%
344
+2
1247
$12.1K ﹤0.01%
305
-8
1248
$12K ﹤0.01%
181
1249
$11.9K ﹤0.01%
453
1250
$11.9K ﹤0.01%
382
+6
48 49
50
51 52