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
1451
$5.8K ﹤0.01%
100
+16
1452
$5.72K ﹤0.01%
98
+85
1453
$5.68K ﹤0.01%
64
+3
1454
$5.65K ﹤0.01%
67
+24
1455
$5.65K ﹤0.01%
22
+5
1456
$5.63K ﹤0.01%
185
1457
$5.6K ﹤0.01%
129
1458
$5.59K ﹤0.01%
400
1459
$5.57K ﹤0.01%
1
1460
$5.55K ﹤0.01%
31
-3
1461
$5.46K ﹤0.01%
86
1462
$5.44K ﹤0.01%
250
1463
$5.43K ﹤0.01%
1,650
+650
1464
$5.39K ﹤0.01%
26
-1
1465
$5.38K ﹤0.01%
858
+27
1466
$5.37K ﹤0.01%
204
1467
$5.36K ﹤0.01%
168
+79
1468
$5.36K ﹤0.01%
53
1469
$5.35K ﹤0.01%
230
1470
$5.35K ﹤0.01%
188
-570
1471
$5.27K ﹤0.01%
39
-4
1472
$5.26K ﹤0.01%
133
-224
1473
$5.23K ﹤0.01%
550
1474
$5.11K ﹤0.01%
58
+4
1475
$5.1K ﹤0.01%
33
+3
57 58
59
60 61