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
1701
$2.01K ﹤0.01%
154
1702
$2.01K ﹤0.01%
17
+1
1703
$2.01K ﹤0.01%
74
+38
1704
$2.01K ﹤0.01%
+15
1705
$2K ﹤0.01%
36
+2
1706
$2K ﹤0.01%
+65
1707
$2K ﹤0.01%
85
+80
1708
$2K ﹤0.01%
+40
1709
$1.98K ﹤0.01%
55
1710
$1.98K ﹤0.01%
140
1711
$1.97K ﹤0.01%
72
1712
$1.95K ﹤0.01%
18
+9
1713
$1.94K ﹤0.01%
64
+11
1714
$1.93K ﹤0.01%
213
1715
$1.93K ﹤0.01%
36
-2
1716
$1.93K ﹤0.01%
55
+2
1717
$1.92K ﹤0.01%
4
+1
1718
$1.91K ﹤0.01%
740
1719
$1.9K ﹤0.01%
25
1720
$1.89K ﹤0.01%
13
1721
$1.88K ﹤0.01%
+9
1722
$1.88K ﹤0.01%
23
+7
1723
$1.88K ﹤0.01%
200
1724
$1.87K ﹤0.01%
+38
1725
$1.86K ﹤0.01%
11
+2
67 68
69
70 71