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
401
$401K 0.03%
16,475
+256
402
$399K 0.03%
32,597
-3,572
403
$397K 0.03%
11,160
+275
404
$395K 0.03%
4,000
405
$391K 0.03%
4,697
+2
406
$390K 0.03%
2,596
+150
407
$387K 0.03%
15,637
+14,868
408
$383K 0.03%
5,560
+4,253
409
$382K 0.03%
20,272
-2,000
410
$379K 0.03%
+7,118
411
$376K 0.03%
61,159
+54,659
412
$369K 0.03%
776
-253
413
$369K 0.03%
1,833
+121
414
$368K 0.03%
3,809
+1,820
415
$367K 0.03%
27,584
+1,200
416
$366K 0.03%
17,838
-1,142
417
$361K 0.03%
2,565
+43
418
$360K 0.03%
8,321
-48
419
$360K 0.03%
+14,382
420
$359K 0.03%
+5,510
421
$359K 0.03%
22,226
+8,350
422
$358K 0.03%
12,915
+800
423
$357K 0.03%
2,157
+9
424
$357K 0.03%
3,810
425
$356K 0.03%
4,585
15 16
17
18 19