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
1751
$1.7K ﹤0.01%
+3
1752
$1.69K ﹤0.01%
21
+12
1753
$1.69K ﹤0.01%
12
+2
1754
$1.67K ﹤0.01%
12
-2
1755
$1.67K ﹤0.01%
8
+2
1756
$1.66K ﹤0.01%
35
1757
$1.66K ﹤0.01%
500
1758
$1.65K ﹤0.01%
175
+115
1759
$1.65K ﹤0.01%
43
+3
1760
$1.62K ﹤0.01%
+15
1761
$1.62K ﹤0.01%
15
+2
1762
$1.62K ﹤0.01%
68
1763
$1.62K ﹤0.01%
34
+5
1764
$1.61K ﹤0.01%
11
+1
1765
$1.61K ﹤0.01%
9
+2
1766
$1.61K ﹤0.01%
11
+1
1767
$1.6K ﹤0.01%
16
+2
1768
$1.59K ﹤0.01%
40
+8
1769
$1.59K ﹤0.01%
58
+4
1770
$1.59K ﹤0.01%
75
+13
1771
$1.57K ﹤0.01%
47
+7
1772
$1.57K ﹤0.01%
37
+25
1773
$1.55K ﹤0.01%
10
+2
1774
$1.53K ﹤0.01%
39
-3
1775
$1.51K ﹤0.01%
75
69 70
71
72 73