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
276
$828K 0.06%
9,484
+347
277
$826K 0.06%
29,428
+20,428
278
$825K 0.06%
15,357
+1,492
279
$824K 0.06%
11,746
280
$810K 0.06%
3,415
-89
281
$805K 0.06%
31,985
+500
282
$804K 0.06%
7,272
+80
283
$803K 0.06%
6,253
+559
284
$775K 0.06%
2,197
-319
285
$766K 0.05%
15,896
+8,780
286
$764K 0.05%
29,934
+513
287
$752K 0.05%
36,135
+1,000
288
$748K 0.05%
2,003
-79
289
$739K 0.05%
34,000
-1,300
290
$737K 0.05%
10,623
+7,728
291
$737K 0.05%
2,388
+105
292
$737K 0.05%
31,475
+2,300
293
$730K 0.05%
7,637
+148
294
$730K 0.05%
13,929
-151
295
$727K 0.05%
12,210
+630
296
$725K 0.05%
18,944
-737
297
$718K 0.05%
21,314
+106
298
$718K 0.05%
12,803
+768
299
$711K 0.05%
11,635
+1,000
300
$710K 0.05%
2,994
-1,379
10 11
12
13 14