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
$1.4B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,877
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.4M
3
+$8.28M
4
VT icon
Vanguard Total World Stock ETF
VT
+$7.99M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.82M

Top Sells

1
+$7.61M
2
+$2.69M
3
+$2.31M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$2.05M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.89M

Sector Composition

1 Technology 7.4%
2 Healthcare 5.6%
3 Industrials 5.41%
4 Financials 4.96%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.14M 0.08%
3,135
+610
227
$1.14M 0.08%
5,699
+5,596
228
$1.14M 0.08%
11,025
+2
229
$1.13M 0.08%
22,081
+995
230
$1.11M 0.08%
20,100
-7,896
231
$1.07M 0.08%
9,913
-1,380
232
$1.07M 0.08%
+34,765
233
$1.05M 0.07%
79,250
+3,200
234
$1.05M 0.07%
19,419
235
$1.05M 0.07%
19,152
+1,663
236
$1.04M 0.07%
6,953
+135
237
$1.04M 0.07%
16,937
+11,038
238
$1.03M 0.07%
13,036
-287
239
$1.01M 0.07%
16,069
+597
240
$998K 0.07%
17,761
-1,122
241
$994K 0.07%
17,624
+291
242
$989K 0.07%
14,773
+94
243
$973K 0.07%
21,584
-3,091
244
$970K 0.07%
7,973
+300
245
$967K 0.07%
29,042
-4,573
246
$965K 0.07%
2,578
+15
247
$951K 0.07%
15,501
-128
248
$947K 0.07%
51,836
+1,337
249
$931K 0.07%
9,803
+6,761
250
$925K 0.07%
6,651
-381
8 9
10
11 12