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
1801
$1.37K ﹤0.01%
12
+1
1802
$1.36K ﹤0.01%
750
-4
1803
$1.35K ﹤0.01%
25
-12
1804
$1.35K ﹤0.01%
15
+2
1805
$1.35K ﹤0.01%
17
+4
1806
$1.34K ﹤0.01%
20
1807
$1.34K ﹤0.01%
20
1808
$1.34K ﹤0.01%
69
+28
1809
$1.33K ﹤0.01%
6
-26
1810
$1.33K ﹤0.01%
37
+6
1811
$1.33K ﹤0.01%
18
-1
1812
$1.32K ﹤0.01%
36
+2
1813
$1.32K ﹤0.01%
16
+3
1814
$1.32K ﹤0.01%
17
+3
1815
$1.31K ﹤0.01%
30
1816
$1.29K ﹤0.01%
22
+8
1817
$1.29K ﹤0.01%
11
+5
1818
$1.28K ﹤0.01%
32
+6
1819
$1.28K ﹤0.01%
9
+1
1820
$1.27K ﹤0.01%
44
-318
1821
$1.27K ﹤0.01%
11
+2
1822
$1.26K ﹤0.01%
16
+2
1823
$1.26K ﹤0.01%
23
+2
1824
$1.24K ﹤0.01%
13
+2
1825
$1.23K ﹤0.01%
18
+3
71 72
73
74 75