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
1776
$1.5K ﹤0.01%
5
1777
$1.5K ﹤0.01%
38
+3
1778
$1.48K ﹤0.01%
5
-21
1779
$1.48K ﹤0.01%
12
+2
1780
$1.47K ﹤0.01%
42
-1
1781
$1.46K ﹤0.01%
100
1782
$1.46K ﹤0.01%
22
+4
1783
$1.46K ﹤0.01%
11
-7
1784
$1.46K ﹤0.01%
41
+16
1785
$1.46K ﹤0.01%
56
-25
1786
$1.45K ﹤0.01%
15
+5
1787
$1.44K ﹤0.01%
36
+3
1788
$1.44K ﹤0.01%
27
+4
1789
$1.43K ﹤0.01%
18
-1
1790
$1.42K ﹤0.01%
13
+2
1791
$1.42K ﹤0.01%
4
+1
1792
$1.4K ﹤0.01%
2
+1
1793
$1.4K ﹤0.01%
23
+12
1794
$1.4K ﹤0.01%
8
+1
1795
$1.39K ﹤0.01%
9
+1
1796
$1.39K ﹤0.01%
13
-6
1797
$1.38K ﹤0.01%
1
1798
$1.37K ﹤0.01%
51
1799
$1.37K ﹤0.01%
+7
1800
$1.37K ﹤0.01%
10
+2
70 71
72
73 74