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
1476
$5.06K ﹤0.01%
92
+10
1477
$5.03K ﹤0.01%
+100
1478
$5.02K ﹤0.01%
55
-275
1479
$5.02K ﹤0.01%
238
1480
$5.02K ﹤0.01%
49
+2
1481
$5.01K ﹤0.01%
1,358
1482
$5K ﹤0.01%
10
+1
1483
$4.99K ﹤0.01%
81
+6
1484
$4.99K ﹤0.01%
76
+30
1485
$4.98K ﹤0.01%
75
-30
1486
$4.94K ﹤0.01%
193
-9
1487
$4.94K ﹤0.01%
75
+3
1488
$4.92K ﹤0.01%
51
1489
$4.91K ﹤0.01%
300
-50
1490
$4.9K ﹤0.01%
108
-209
1491
$4.89K ﹤0.01%
200
1492
$4.88K ﹤0.01%
85
1493
$4.87K ﹤0.01%
29
+14
1494
$4.85K ﹤0.01%
304
+4
1495
$4.84K ﹤0.01%
216
-135
1496
$4.83K ﹤0.01%
211
1497
$4.8K ﹤0.01%
80
+65
1498
$4.78K ﹤0.01%
246
1499
$4.77K ﹤0.01%
391
1500
$4.77K ﹤0.01%
84
-23
58 59
60
61 62