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
1501
$4.77K ﹤0.01%
172
1502
$4.76K ﹤0.01%
652
1503
$4.75K ﹤0.01%
240
+90
1504
$4.73K ﹤0.01%
157
1505
$4.73K ﹤0.01%
200
1506
$4.72K ﹤0.01%
738
1507
$4.71K ﹤0.01%
1,000
1508
$4.68K ﹤0.01%
33
+1
1509
$4.67K ﹤0.01%
+135
1510
$4.67K ﹤0.01%
185
1511
$4.67K ﹤0.01%
168
-582
1512
$4.66K ﹤0.01%
23
+1
1513
$4.63K ﹤0.01%
200
1514
$4.63K ﹤0.01%
295
+47
1515
$4.6K ﹤0.01%
+92
1516
$4.6K ﹤0.01%
48
+2
1517
$4.58K ﹤0.01%
110
+1
1518
$4.55K ﹤0.01%
113
+4
1519
$4.51K ﹤0.01%
56
+32
1520
$4.5K ﹤0.01%
397
1521
$4.5K ﹤0.01%
70
-30
1522
$4.49K ﹤0.01%
15
-4
1523
$4.45K ﹤0.01%
117
1524
$4.44K ﹤0.01%
+60
1525
$4.44K ﹤0.01%
+118
59 60
61
62 63