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
1526
$4.44K ﹤0.01%
55
+6
1527
$4.4K ﹤0.01%
190
1528
$4.39K ﹤0.01%
46
+3
1529
$4.34K ﹤0.01%
139
+10
1530
$4.33K ﹤0.01%
+16
1531
$4.3K ﹤0.01%
762
1532
$4.29K ﹤0.01%
36
+19
1533
$4.26K ﹤0.01%
331
+3
1534
$4.25K ﹤0.01%
100
1535
$4.24K ﹤0.01%
5,625
1536
$4.24K ﹤0.01%
96
-13
1537
$4.23K ﹤0.01%
111
+6
1538
$4.22K ﹤0.01%
76
1539
$4.18K ﹤0.01%
65
+41
1540
$4.16K ﹤0.01%
520
1541
$4.15K ﹤0.01%
55
-525
1542
$4.1K ﹤0.01%
52
+7
1543
$4.08K ﹤0.01%
24
1544
$4.08K ﹤0.01%
56
-5
1545
$4.04K ﹤0.01%
491
+401
1546
$4.03K ﹤0.01%
29
+19
1547
$4.02K ﹤0.01%
68
+1
1548
$3.98K ﹤0.01%
150
1549
$3.98K ﹤0.01%
228
1550
$3.94K ﹤0.01%
85
+1
60 61
62
63 64