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
1826
$1.22K ﹤0.01%
25
1827
$1.21K ﹤0.01%
11
+2
1828
$1.21K ﹤0.01%
31
+10
1829
$1.2K ﹤0.01%
75
1830
$1.2K ﹤0.01%
52
1831
$1.19K ﹤0.01%
30
-3
1832
$1.19K ﹤0.01%
14
+2
1833
$1.18K ﹤0.01%
30
+20
1834
$1.18K ﹤0.01%
23
+1
1835
$1.17K ﹤0.01%
8
-4
1836
$1.17K ﹤0.01%
126
1837
$1.17K ﹤0.01%
13
-3
1838
$1.16K ﹤0.01%
5
-1
1839
$1.16K ﹤0.01%
+750
1840
$1.15K ﹤0.01%
15
+1
1841
$1.15K ﹤0.01%
7
-7
1842
$1.15K ﹤0.01%
21
+2
1843
$1.13K ﹤0.01%
221
1844
$1.13K ﹤0.01%
14
+5
1845
$1.13K ﹤0.01%
13
+1
1846
$1.12K ﹤0.01%
40
1847
$1.12K ﹤0.01%
36
1848
$1.12K ﹤0.01%
61
+9
1849
$1.12K ﹤0.01%
32
+1
1850
$1.12K ﹤0.01%
10
+1
72 73
74
75 76