AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 5%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$710K 0.05%
2,994
-1,379
302
$709K 0.05%
9,739
+1,040
303
$707K 0.05%
32,508
-1,830
304
$699K 0.05%
11,251
+141
305
$695K 0.05%
22,215
+1,130
306
$695K 0.05%
13,112
+2,242
307
$693K 0.05%
8,143
-1,183
308
$692K 0.05%
10,306
-816
309
$691K 0.05%
3,134
-401
310
$680K 0.05%
2,057
+180
311
$679K 0.05%
19,937
-1,648
312
$678K 0.05%
4,793
+5
313
$677K 0.05%
1,840
-229
314
$672K 0.05%
18,283
-170
315
$671K 0.05%
3,823
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316
$670K 0.05%
20,657
-2,407
317
$662K 0.05%
6,720
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318
$661K 0.05%
14,186
-1,439
319
$649K 0.05%
4,318
+94
320
$648K 0.05%
20,252
-2,452
321
$642K 0.05%
8,912
+635
322
$636K 0.05%
12,551
+868
323
$636K 0.05%
25,126
+44
324
$632K 0.05%
7,518
-922
325
$632K 0.05%
5,505
+225
11 12
13
14 15