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
1726
$1.85K ﹤0.01%
21
-36
1727
$1.84K ﹤0.01%
1,740
+100
1728
$1.84K ﹤0.01%
31
-46
1729
$1.84K ﹤0.01%
112
-120
1730
$1.83K ﹤0.01%
8
+5
1731
$1.82K ﹤0.01%
36
1732
$1.82K ﹤0.01%
20
+1
1733
$1.82K ﹤0.01%
+146
1734
$1.82K ﹤0.01%
49
+28
1735
$1.82K ﹤0.01%
88
+4
1736
$1.81K ﹤0.01%
19
+3
1737
$1.81K ﹤0.01%
35
1738
$1.79K ﹤0.01%
16
-160
1739
$1.77K ﹤0.01%
7
+1
1740
$1.76K ﹤0.01%
102
-80
1741
$1.76K ﹤0.01%
7
+3
1742
$1.76K ﹤0.01%
90
-150
1743
$1.76K ﹤0.01%
43
+21
1744
$1.76K ﹤0.01%
48
-28
1745
$1.72K ﹤0.01%
12
+4
1746
$1.71K ﹤0.01%
12
-9
1747
$1.71K ﹤0.01%
20
+8
1748
$1.71K ﹤0.01%
69
+37
1749
$1.7K ﹤0.01%
21
+2
1750
$1.7K ﹤0.01%
98
68 69
70
71 72