AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
+$7.71M
2
+$6.02M
3
+$4.37M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.67M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.21M

Top Sells

1
+$6.3M
2
+$4.87M
3
+$2.26M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$1.82M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.64M

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
2401
– –
-1,200
2402
– –
-200
2403
– –
-1
2404
– –
-6
2405
– –
-541
2406
– –
-4
2407
– –
-534
2408
– –
-24
2409
– –
-2
2410
– –
-600
2411
– –
-5
2412
– –
0
2413
– –
-19
2414
– –
-830
2415
– –
-322
2416
– –
-92
2417
– –
-11
2418
– –
-100
2419
– –
-1,419
2420
– –
-500
2421
– –
-5
2422
– –
-5
2423
– –
-2
2424
– –
-1,885
2425
– –
-205
95 96
97
98 99