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
1326
$9.27K ﹤0.01%
159
-33
1327
$9.26K ﹤0.01%
912
+212
1328
$9.23K ﹤0.01%
307
+13
1329
$9.21K ﹤0.01%
48
-23
1330
$9.17K ﹤0.01%
73
-39
1331
$9.17K ﹤0.01%
100
-2
1332
$9.09K ﹤0.01%
609
+9
1333
$9.09K ﹤0.01%
823
1334
$9.06K ﹤0.01%
237
1335
$9.01K ﹤0.01%
367
1336
$9K ﹤0.01%
149
+4
1337
$9K ﹤0.01%
184
+3
1338
$8.98K ﹤0.01%
126
1339
$8.88K ﹤0.01%
332
+4
1340
$8.84K ﹤0.01%
159
-1,748
1341
$8.83K ﹤0.01%
393
+388
1342
$8.76K ﹤0.01%
106
-2
1343
$8.71K ﹤0.01%
146
1344
$8.67K ﹤0.01%
200
1345
$8.63K ﹤0.01%
+759
1346
$8.6K ﹤0.01%
1,387
1347
$8.59K ﹤0.01%
113
-12
1348
$8.56K ﹤0.01%
406
1349
$8.52K ﹤0.01%
236
+135
1350
$8.51K ﹤0.01%
70
-32
52 53
54
55 56