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
1601
$2.94K ﹤0.01%
244
+31
1602
$2.94K ﹤0.01%
107
-10
1603
$2.93K ﹤0.01%
83
-191
1604
$2.9K ﹤0.01%
176
-15
1605
$2.88K ﹤0.01%
14
+1
1606
$2.88K ﹤0.01%
24
-11
1607
$2.88K ﹤0.01%
42
1608
$2.87K ﹤0.01%
41
-7
1609
$2.87K ﹤0.01%
150
1610
$2.84K ﹤0.01%
39
+5
1611
$2.83K ﹤0.01%
83
+4
1612
$2.82K ﹤0.01%
174
+100
1613
$2.82K ﹤0.01%
108
+14
1614
$2.81K ﹤0.01%
52
+4
1615
$2.8K ﹤0.01%
5,000
1616
$2.8K ﹤0.01%
+100
1617
$2.78K ﹤0.01%
81
+72
1618
$2.76K ﹤0.01%
+128
1619
$2.75K ﹤0.01%
119
+6
1620
$2.73K ﹤0.01%
+14
1621
$2.72K ﹤0.01%
47
1622
$2.72K ﹤0.01%
199
+53
1623
$2.71K ﹤0.01%
50
+10
1624
$2.71K ﹤0.01%
66
1625
$2.7K ﹤0.01%
72
63 64
65
66 67