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
1676
$2.22K ﹤0.01%
11
+1
1677
$2.21K ﹤0.01%
12
+2
1678
$2.21K ﹤0.01%
157
-320
1679
$2.2K ﹤0.01%
19
+2
1680
$2.2K ﹤0.01%
45
+6
1681
$2.19K ﹤0.01%
12
+8
1682
$2.19K ﹤0.01%
44
+14
1683
$2.18K ﹤0.01%
5
+2
1684
$2.18K ﹤0.01%
50
-8
1685
$2.17K ﹤0.01%
11
+5
1686
$2.16K ﹤0.01%
68
-19
1687
$2.16K ﹤0.01%
26
-54
1688
$2.16K ﹤0.01%
230
1689
$2.12K ﹤0.01%
83
+18
1690
$2.12K ﹤0.01%
12
-1
1691
$2.09K ﹤0.01%
+900
1692
$2.08K ﹤0.01%
27
+2
1693
$2.07K ﹤0.01%
41
1694
$2.07K ﹤0.01%
191
+43
1695
$2.06K ﹤0.01%
49
-12
1696
$2.06K ﹤0.01%
49
1697
$2.05K ﹤0.01%
27
+16
1698
$2.05K ﹤0.01%
14
+2
1699
$2.03K ﹤0.01%
110
1700
$2.02K ﹤0.01%
140
66 67
68
69 70