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
1401
$6.85K ﹤0.01%
220
1402
$6.81K ﹤0.01%
34
+27
1403
$6.81K ﹤0.01%
166
+1
1404
$6.8K ﹤0.01%
279
-23
1405
$6.78K ﹤0.01%
+199
1406
$6.78K ﹤0.01%
800
-400
1407
$6.78K ﹤0.01%
262
+99
1408
$6.78K ﹤0.01%
102
1409
$6.77K ﹤0.01%
180
-13
1410
$6.72K ﹤0.01%
121
-3,841
1411
$6.72K ﹤0.01%
123
1412
$6.67K ﹤0.01%
52
+36
1413
$6.67K ﹤0.01%
248
1414
$6.61K ﹤0.01%
280
-144
1415
$6.58K ﹤0.01%
19
+4
1416
$6.58K ﹤0.01%
55
1417
$6.56K ﹤0.01%
351
+4
1418
$6.53K ﹤0.01%
200
1419
$6.49K ﹤0.01%
32
+4
1420
$6.49K ﹤0.01%
111
1421
$6.44K ﹤0.01%
270
1422
$6.41K ﹤0.01%
150
1423
$6.41K ﹤0.01%
233
1424
$6.37K ﹤0.01%
96
1425
$6.37K ﹤0.01%
54
-18
55 56
57
58 59