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
1576
$3.36K ﹤0.01%
115
1577
$3.35K ﹤0.01%
100
-100
1578
$3.34K ﹤0.01%
34
+4
1579
$3.3K ﹤0.01%
84
+13
1580
$3.26K ﹤0.01%
34
+6
1581
$3.25K ﹤0.01%
45
1582
$3.23K ﹤0.01%
36
+1
1583
$3.23K ﹤0.01%
55
+5
1584
$3.23K ﹤0.01%
265
1585
$3.2K ﹤0.01%
1,333
1586
$3.18K ﹤0.01%
50
-20
1587
$3.17K ﹤0.01%
14
+4
1588
$3.13K ﹤0.01%
101
+1
1589
$3.13K ﹤0.01%
298
+29
1590
$3.12K ﹤0.01%
25
+8
1591
$3.12K ﹤0.01%
20
-1
1592
$3.08K ﹤0.01%
52
1593
$3.05K ﹤0.01%
35
-25
1594
$3.05K ﹤0.01%
669
1595
$3.04K ﹤0.01%
+140
1596
$3K ﹤0.01%
13
+2
1597
$2.96K ﹤0.01%
398
1598
$2.96K ﹤0.01%
191
1599
$2.96K ﹤0.01%
22
+10
1600
$2.95K ﹤0.01%
123
-18
62 63
64
65 66