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
1551
$3.94K ﹤0.01%
81
+2
1552
$3.91K ﹤0.01%
29
+2
1553
$3.91K ﹤0.01%
92
1554
$3.85K ﹤0.01%
35
+13
1555
$3.85K ﹤0.01%
91
+2
1556
$3.79K ﹤0.01%
737
1557
$3.75K ﹤0.01%
27
+3
1558
$3.75K ﹤0.01%
23
+11
1559
$3.73K ﹤0.01%
56
+1
1560
$3.68K ﹤0.01%
313
1561
$3.68K ﹤0.01%
47
+14
1562
$3.68K ﹤0.01%
250
1563
$3.67K ﹤0.01%
157
1564
$3.67K ﹤0.01%
2,086
1565
$3.65K ﹤0.01%
10
+7
1566
$3.62K ﹤0.01%
19
1567
$3.57K ﹤0.01%
50
1568
$3.55K ﹤0.01%
1,580
1569
$3.52K ﹤0.01%
75
+19
1570
$3.46K ﹤0.01%
225
+145
1571
$3.43K ﹤0.01%
198
-8
1572
$3.42K ﹤0.01%
+115
1573
$3.4K ﹤0.01%
24
+14
1574
$3.39K ﹤0.01%
60
1575
$3.36K ﹤0.01%
36
+4
61 62
63
64 65