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
1276
$10.9K ﹤0.01%
1,000
1277
$10.9K ﹤0.01%
106
-8
1278
$10.9K ﹤0.01%
340
1279
$10.8K ﹤0.01%
116
-22
1280
$10.7K ﹤0.01%
200
-15
1281
$10.7K ﹤0.01%
1,718
-100
1282
$10.7K ﹤0.01%
305
1283
$10.6K ﹤0.01%
321
1284
$10.6K ﹤0.01%
202
+12
1285
$10.6K ﹤0.01%
1,245
1286
$10.6K ﹤0.01%
642
1287
$10.6K ﹤0.01%
101
1288
$10.5K ﹤0.01%
34
+1
1289
$10.5K ﹤0.01%
49
+14
1290
$10.5K ﹤0.01%
410
+111
1291
$10.4K ﹤0.01%
865
-1,261
1292
$10.4K ﹤0.01%
+300
1293
$10.3K ﹤0.01%
183
+7
1294
$10.3K ﹤0.01%
107
1295
$10.3K ﹤0.01%
358
1296
$10.2K ﹤0.01%
160
+2
1297
$10.2K ﹤0.01%
163
1298
$10.1K ﹤0.01%
743
1299
$10K ﹤0.01%
30
+5
1300
$10K ﹤0.01%
313
-187
50 51
52
53 54