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
326
$628K 0.04%
2,364
+8
327
$621K 0.04%
8,328
-569
328
$616K 0.04%
7,976
+1,307
329
$611K 0.04%
4,872
+105
330
$610K 0.04%
1,037
-130
331
$604K 0.04%
11,153
-1,154
332
$603K 0.04%
3,229
+130
333
$599K 0.04%
23,201
+1,309
334
$594K 0.04%
8,295
-81
335
$592K 0.04%
3,440
-438
336
$592K 0.04%
7,789
+47
337
$591K 0.04%
8,633
+314
338
$588K 0.04%
7,214
+431
339
$587K 0.04%
2,770
-39
340
$580K 0.04%
9,500
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341
$575K 0.04%
11,729
+5,189
342
$574K 0.04%
9,731
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343
$572K 0.04%
17,352
+600
344
$565K 0.04%
9,219
+1,685
345
$558K 0.04%
904
+110
346
$554K 0.04%
11,316
+216
347
$551K 0.04%
25,455
-11,878
348
$550K 0.04%
32,187
+117
349
$548K 0.04%
3,892
-2,124
350
$545K 0.04%
2,586
+370
12 13
14
15 16