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
126
$2.13M 0.2%
85,566
+1,460
127
$2.13M 0.19%
31,804
-593
128
$2.1M 0.19%
20,197
-446
129
$2.09M 0.19%
+85,149
130
$2.08M 0.19%
21,238
+1,382
131
$2.06M 0.19%
126,604
+4,492
132
$2.05M 0.19%
8,388
+153
133
$1.95M 0.18%
58,373
+3,397
134
$1.9M 0.17%
17,316
+334
135
$1.89M 0.17%
38,490
+1,353
136
$1.88M 0.17%
108,086
+7,432
137
$1.87M 0.17%
53,316
-931
138
$1.86M 0.17%
33,625
-5,424
139
$1.85M 0.17%
101,136
+5,091
140
$1.82M 0.17%
45,342
+464
141
$1.76M 0.16%
7,705
-757
142
$1.76M 0.16%
16,087
-2,343
143
$1.72M 0.16%
36,025
+10,792
144
$1.72M 0.16%
34,455
-370
145
$1.72M 0.16%
16,712
+167
146
$1.7M 0.16%
9,526
+476
147
$1.67M 0.15%
5,654
-200
148
$1.66M 0.15%
12,661
-725
149
$1.64M 0.15%
25,981
-1,561
150
$1.56M 0.14%
97,635
-3,741
4 5
6
7 8