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
1876
$1.01K ﹤0.01%
10
+1
1877
$1.01K ﹤0.01%
96
-26
1878
$1.01K ﹤0.01%
+30
1879
$1K ﹤0.01%
8
+5
1880
$996 ﹤0.01%
12
+9
1881
$996 ﹤0.01%
7
+1
1882
$990 ﹤0.01%
9
-1
1883
$989 ﹤0.01%
31
+5
1884
$986 ﹤0.01%
29
+5
1885
$979 ﹤0.01%
25
1886
$975 ﹤0.01%
61
+4
1887
$974 ﹤0.01%
18
-4
1888
$974 ﹤0.01%
4
+1
1889
$972 ﹤0.01%
8
+2
1890
$972 ﹤0.01%
30
+25
1891
$967 ﹤0.01%
11
+9
1892
$958 ﹤0.01%
3
-2
1893
$947 ﹤0.01%
40
1894
$943 ﹤0.01%
149
+17
1895
$941 ﹤0.01%
115
+85
1896
$941 ﹤0.01%
6
+3
1897
$933 ﹤0.01%
24
+4
1898
$928 ﹤0.01%
33
-1
1899
$927 ﹤0.01%
16
+2
1900
$923 ﹤0.01%
3
+2
74 75
76
77 78