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
251
$922K 0.07%
9,718
+648
252
$915K 0.07%
6,941
-676
253
$913K 0.07%
9,036
-131
254
$912K 0.06%
7,858
+1,498
255
$905K 0.06%
8,638
+2,820
256
$901K 0.06%
21,333
-135
257
$901K 0.06%
28,878
+5,542
258
$884K 0.06%
4,363
+63
259
$884K 0.06%
4,010
+340
260
$881K 0.06%
25,924
+3,400
261
$874K 0.06%
33,816
-916
262
$873K 0.06%
7,988
-126
263
$872K 0.06%
9,407
-124
264
$865K 0.06%
15,041
+6,229
265
$854K 0.06%
17,698
-560
266
$853K 0.06%
3,976
-155
267
$852K 0.06%
19,096
+1,339
268
$852K 0.06%
61,200
-10,000
269
$851K 0.06%
6,869
+83
270
$838K 0.06%
5,306
-13
271
$835K 0.06%
2,069
+63
272
$835K 0.06%
4,382
-3
273
$832K 0.06%
6,173
-170
274
$830K 0.06%
+5,912
275
$829K 0.06%
3,199
+106
9 10
11
12 13