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
1351
$8.41K ﹤0.01%
1,256
-25
1352
$8.39K ﹤0.01%
75
1353
$8.37K ﹤0.01%
198
+2
1354
$8.35K ﹤0.01%
109
+1
1355
$8.34K ﹤0.01%
113
+5
1356
$8.34K ﹤0.01%
174
1357
$8.33K ﹤0.01%
350
1358
$8.32K ﹤0.01%
211
+4
1359
$8.31K ﹤0.01%
200
1360
$8.29K ﹤0.01%
62
+6
1361
$8.24K ﹤0.01%
1,600
1362
$8.24K ﹤0.01%
1,333
-2
1363
$8.16K ﹤0.01%
405
+321
1364
$8.16K ﹤0.01%
140
+3
1365
$8.12K ﹤0.01%
500
1366
$8.09K ﹤0.01%
79
1367
$8.07K ﹤0.01%
406
1368
$8.07K ﹤0.01%
682
-12
1369
$7.99K ﹤0.01%
208
1370
$7.9K ﹤0.01%
800
1371
$7.89K ﹤0.01%
500
1372
$7.83K ﹤0.01%
300
1373
$7.83K ﹤0.01%
290
-11,610
1374
$7.8K ﹤0.01%
302
1375
$7.78K ﹤0.01%
3,948
53 54
55
56 57