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
2276
$164 ﹤0.01%
+5
2277
$163 ﹤0.01%
3
2278
$162 ﹤0.01%
7
+5
2279
$162 ﹤0.01%
5
2280
$162 ﹤0.01%
5
-20
2281
$160 ﹤0.01%
+10
2282
$159 ﹤0.01%
5
+3
2283
$152 ﹤0.01%
+5
2284
$152 ﹤0.01%
+3
2285
$145 ﹤0.01%
2
-23
2286
$143 ﹤0.01%
18
+8
2287
$141 ﹤0.01%
+9
2288
$138 ﹤0.01%
3
2289
$137 ﹤0.01%
165
2290
$136 ﹤0.01%
+2
2291
$133 ﹤0.01%
8
+1
2292
$133 ﹤0.01%
4
-1
2293
$133 ﹤0.01%
4
2294
$126 ﹤0.01%
2
+1
2295
$125 ﹤0.01%
3
+2
2296
$125 ﹤0.01%
7
+3
2297
$123 ﹤0.01%
3
+1
2298
$121 ﹤0.01%
4
2299
$120 ﹤0.01%
5
+3
2300
$117 ﹤0.01%
2
90 91
92
93 94