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
1626
$2.7K ﹤0.01%
36
-6
1627
$2.69K ﹤0.01%
5
+2
1628
$2.69K ﹤0.01%
66
1629
$2.65K ﹤0.01%
71
+4
1630
$2.64K ﹤0.01%
44
+15
1631
$2.63K ﹤0.01%
38
+19
1632
$2.62K ﹤0.01%
102
1633
$2.61K ﹤0.01%
37
1634
$2.61K ﹤0.01%
32
+3
1635
$2.6K ﹤0.01%
46
-4
1636
$2.59K ﹤0.01%
132
+32
1637
$2.59K ﹤0.01%
45
+9
1638
$2.58K ﹤0.01%
23
-513
1639
$2.58K ﹤0.01%
39
+2
1640
$2.58K ﹤0.01%
161
-14
1641
$2.57K ﹤0.01%
36
+3
1642
$2.56K ﹤0.01%
34
+3
1643
$2.56K ﹤0.01%
500
1644
$2.55K ﹤0.01%
400
1645
$2.52K ﹤0.01%
136
-92
1646
$2.5K ﹤0.01%
29
1647
$2.47K ﹤0.01%
58
+16
1648
$2.42K ﹤0.01%
45
+6
1649
$2.41K ﹤0.01%
620
1650
$2.41K ﹤0.01%
31
+3
64 65
66
67 68