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
151
$1.55M 0.14%
5,434
-173
152
$1.54M 0.14%
13,922
-80
153
$1.54M 0.14%
61,975
154
$1.52M 0.14%
15,777
-726
155
$1.52M 0.14%
9,518
-1,544
156
$1.51M 0.14%
1,144
+10
157
$1.49M 0.14%
31,831
+745
158
$1.49M 0.14%
15,364
-7,809
159
$1.46M 0.13%
32,770
+4,316
160
$1.45M 0.13%
59,894
+8,018
161
$1.43M 0.13%
28,247
+1,037
162
$1.42M 0.13%
61,725
+29,580
163
$1.42M 0.13%
13,465
-218
164
$1.42M 0.13%
3,895
+88
165
$1.41M 0.13%
15,519
-1,404
166
$1.41M 0.13%
23,508
+4,491
167
$1.41M 0.13%
8,506
+112
168
$1.4M 0.13%
13,405
+342
169
$1.38M 0.13%
11,809
+860
170
$1.38M 0.13%
8,056
+4,814
171
$1.38M 0.13%
19,952
-217
172
$1.36M 0.12%
16,920
-86
173
$1.36M 0.12%
84,174
+2,424
174
$1.36M 0.12%
6,988
+209
175
$1.35M 0.12%
17,517
-653
5 6
7
8 9