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
1651
$2.41K ﹤0.01%
27
1652
$2.4K ﹤0.01%
48
+13
1653
$2.39K ﹤0.01%
53
+38
1654
$2.37K ﹤0.01%
93
+9
1655
$2.37K ﹤0.01%
18
1656
$2.37K ﹤0.01%
211
+46
1657
$2.35K ﹤0.01%
2
1658
$2.35K ﹤0.01%
443
1659
$2.35K ﹤0.01%
6
+1
1660
$2.34K ﹤0.01%
34
-14
1661
$2.34K ﹤0.01%
+2
1662
$2.33K ﹤0.01%
57
+12
1663
$2.33K ﹤0.01%
280
+14
1664
$2.33K ﹤0.01%
25
+7
1665
$2.32K ﹤0.01%
28
-4
1666
$2.3K ﹤0.01%
135
1667
$2.3K ﹤0.01%
61
+28
1668
$2.29K ﹤0.01%
28
+13
1669
$2.29K ﹤0.01%
18
-6
1670
$2.28K ﹤0.01%
81
+23
1671
$2.27K ﹤0.01%
49
+12
1672
$2.24K ﹤0.01%
115
-15
1673
$2.24K ﹤0.01%
13
+2
1674
$2.24K ﹤0.01%
200
1675
$2.23K ﹤0.01%
+71
65 66
67
68 69