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
1251
$11.9K ﹤0.01%
700
1252
$11.8K ﹤0.01%
732
+43
1253
$11.8K ﹤0.01%
876
-19
1254
$11.7K ﹤0.01%
436
+7
1255
$11.7K ﹤0.01%
342
+95
1256
$11.7K ﹤0.01%
639
-155
1257
$11.7K ﹤0.01%
521
+27
1258
$11.6K ﹤0.01%
89
1259
$11.6K ﹤0.01%
732
1260
$11.5K ﹤0.01%
439
1261
$11.4K ﹤0.01%
181
-7
1262
$11.4K ﹤0.01%
649
-40
1263
$11.3K ﹤0.01%
155
+21
1264
$11.3K ﹤0.01%
+230
1265
$11.3K ﹤0.01%
621
+326
1266
$11.2K ﹤0.01%
16
+1
1267
$11.2K ﹤0.01%
442
-25,821
1268
$11.2K ﹤0.01%
122
+6
1269
$11.2K ﹤0.01%
+544
1270
$11.2K ﹤0.01%
515
1271
$11.1K ﹤0.01%
35
+4
1272
$11.1K ﹤0.01%
532
1273
$11K ﹤0.01%
300
1274
$11K ﹤0.01%
500
1275
$10.9K ﹤0.01%
446
+1
49 50
51
52 53