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
1951
$791 ﹤0.01%
11
+2
1952
$790 ﹤0.01%
15
+2
1953
$780 ﹤0.01%
6
+3
1954
$776 ﹤0.01%
11
+4
1955
$775 ﹤0.01%
10
+2
1956
$774 ﹤0.01%
18
+5
1957
$770 ﹤0.01%
10
+7
1958
$768 ﹤0.01%
+13
1959
$765 ﹤0.01%
7
+1
1960
$762 ﹤0.01%
10
-1
1961
$761 ﹤0.01%
12
1962
$759 ﹤0.01%
12
+2
1963
$749 ﹤0.01%
41
+4
1964
$745 ﹤0.01%
9
-2
1965
$745 ﹤0.01%
23
1966
$741 ﹤0.01%
18
1967
$741 ﹤0.01%
26
-10
1968
$741 ﹤0.01%
+4
1969
$739 ﹤0.01%
8
+2
1970
$735 ﹤0.01%
40
1971
$733 ﹤0.01%
51
+14
1972
$731 ﹤0.01%
6
1973
$729 ﹤0.01%
+10
1974
$729 ﹤0.01%
6
1975
$724 ﹤0.01%
14
+1
77 78
79
80 81