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
1301
$9.91K ﹤0.01%
600
1302
$9.88K ﹤0.01%
430
+131
1303
$9.78K ﹤0.01%
237
-18
1304
$9.78K ﹤0.01%
253
1305
$9.78K ﹤0.01%
424
1306
$9.76K ﹤0.01%
42
-2
1307
$9.76K ﹤0.01%
686
+155
1308
$9.69K ﹤0.01%
420
1309
$9.69K ﹤0.01%
48
1310
$9.65K ﹤0.01%
104
+5
1311
$9.58K ﹤0.01%
91
+22
1312
$9.57K ﹤0.01%
1,861
1313
$9.53K ﹤0.01%
2,500
1314
$9.5K ﹤0.01%
400
1315
$9.47K ﹤0.01%
219
-12,664
1316
$9.46K ﹤0.01%
1,150
1317
$9.45K ﹤0.01%
325
-45
1318
$9.41K ﹤0.01%
55
+21
1319
$9.41K ﹤0.01%
1,609
-504
1320
$9.41K ﹤0.01%
48
-1
1321
$9.4K ﹤0.01%
36
-12
1322
$9.4K ﹤0.01%
96
1323
$9.38K ﹤0.01%
228
+126
1324
$9.36K ﹤0.01%
100
1325
$9.36K ﹤0.01%
253
+21
51 52
53
54 55