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
351
$539K 0.04%
1,951
-8
352
$537K 0.04%
15,150
+11,250
353
$535K 0.04%
38,808
-1,361
354
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5,864
-508
355
$529K 0.04%
2,916
+223
356
$529K 0.04%
10,805
+3,610
357
$512K 0.04%
6,920
+48
358
$512K 0.04%
5,605
+497
359
$508K 0.04%
5,893
+2
360
$503K 0.04%
34,400
-300
361
$502K 0.04%
30,118
+1,831
362
$502K 0.04%
18,930
-1,570
363
$497K 0.04%
436
-377
364
$496K 0.04%
2,170
-103
365
$493K 0.04%
5,385
+245
366
$493K 0.04%
2,641
+1
367
$491K 0.04%
6,252
+1,780
368
$491K 0.04%
23,223
-15,357
369
$489K 0.03%
3,659
-206
370
$489K 0.03%
21,216
-6,897
371
$478K 0.03%
15,880
372
$472K 0.03%
2,873
-118
373
$471K 0.03%
4,936
-2,456
374
$468K 0.03%
6,846
+10
375
$466K 0.03%
12,430
-1,424
13 14
15
16 17