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
376
$466K 0.03%
12,884
-17
377
$458K 0.03%
4,037
-16
378
$458K 0.03%
+5,275
379
$456K 0.03%
2,418
+404
380
$453K 0.03%
19,320
381
$447K 0.03%
8,363
+1
382
$446K 0.03%
7,693
+199
383
$444K 0.03%
6,439
+250
384
$436K 0.03%
4,162
+955
385
$433K 0.03%
702
386
$432K 0.03%
3,756
387
$432K 0.03%
5,726
+905
388
$429K 0.03%
14,618
+964
389
$428K 0.03%
8,675
390
$423K 0.03%
4,648
+1,794
391
$416K 0.03%
9,571
-2,171
392
$415K 0.03%
9,518
-43
393
$414K 0.03%
23,830
-300
394
$413K 0.03%
24,750
+1,700
395
$409K 0.03%
1,453
+7
396
$409K 0.03%
19,793
-100
397
$406K 0.03%
4,560
398
$405K 0.03%
25,107
399
$403K 0.03%
+11,700
400
$403K 0.03%
7,015
+680
14 15
16
17 18