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
1851
$1.11K ﹤0.01%
16
+6
1852
$1.11K ﹤0.01%
+79
1853
$1.11K ﹤0.01%
7
+4
1854
$1.11K ﹤0.01%
+20
1855
$1.1K ﹤0.01%
+20
1856
$1.1K ﹤0.01%
34
+3
1857
$1.09K ﹤0.01%
50
+6
1858
$1.09K ﹤0.01%
19
+3
1859
$1.09K ﹤0.01%
22
-106
1860
$1.09K ﹤0.01%
43
+5
1861
$1.09K ﹤0.01%
220
1862
$1.09K ﹤0.01%
8
+2
1863
$1.07K ﹤0.01%
20
1864
$1.06K ﹤0.01%
34
+3
1865
$1.06K ﹤0.01%
17
+2
1866
$1.06K ﹤0.01%
212
+32
1867
$1.05K ﹤0.01%
22
+20
1868
$1.05K ﹤0.01%
23
+5
1869
$1.04K ﹤0.01%
12
+1
1870
$1.04K ﹤0.01%
17
1871
$1.03K ﹤0.01%
11
+4
1872
$1.03K ﹤0.01%
6
+2
1873
$1.02K ﹤0.01%
47
+2
1874
$1.01K ﹤0.01%
13
+7
1875
$1.01K ﹤0.01%
6
-1
73 74
75
76 77