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
2151
$342 ﹤0.01%
+9
2152
$338 ﹤0.01%
17
-1
2153
$332 ﹤0.01%
+12
2154
$330 ﹤0.01%
20
2155
$328 ﹤0.01%
+10
2156
$328 ﹤0.01%
34
2157
$327 ﹤0.01%
5
+2
2158
$326 ﹤0.01%
+4
2159
$326 ﹤0.01%
31
+3
2160
$323 ﹤0.01%
15
2161
$322 ﹤0.01%
10
2162
$320 ﹤0.01%
10
+6
2163
$320 ﹤0.01%
25
+7
2164
$319 ﹤0.01%
34
+10
2165
$316 ﹤0.01%
12
+9
2166
$315 ﹤0.01%
28
+26
2167
$313 ﹤0.01%
7
+2
2168
$312 ﹤0.01%
3
+1
2169
$311 ﹤0.01%
4
+1
2170
$311 ﹤0.01%
7
+5
2171
$310 ﹤0.01%
72
2172
$309 ﹤0.01%
28
+4
2173
$309 ﹤0.01%
+18
2174
$309 ﹤0.01%
15
2175
$309 ﹤0.01%
3
-3
85 86
87
88 89