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
1426
$6.37K ﹤0.01%
914
+22
1427
$6.34K ﹤0.01%
1,285
1428
$6.34K ﹤0.01%
91
1429
$6.33K ﹤0.01%
+109
1430
$6.32K ﹤0.01%
50
1431
$6.32K ﹤0.01%
119
1432
$6.3K ﹤0.01%
500
1433
$6.27K ﹤0.01%
148
+13
1434
$6.22K ﹤0.01%
277
1435
$6.2K ﹤0.01%
196
-120
1436
$6.18K ﹤0.01%
200
-600
1437
$6.17K ﹤0.01%
88
+1
1438
$6.14K ﹤0.01%
104
-19
1439
$6.09K ﹤0.01%
106
+34
1440
$6.08K ﹤0.01%
100
1441
$6K ﹤0.01%
125
1442
$6K ﹤0.01%
117
-5
1443
$5.96K ﹤0.01%
45
1444
$5.96K ﹤0.01%
500
1445
$5.95K ﹤0.01%
1,200
1446
$5.95K ﹤0.01%
491
+14
1447
$5.91K ﹤0.01%
200
1448
$5.9K ﹤0.01%
110
-10
1449
$5.89K ﹤0.01%
64
-39
1450
$5.83K ﹤0.01%
365
56 57
58
59 60