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
426
$355K 0.03%
1,632
-45
427
$352K 0.03%
3,801
+345
428
$352K 0.03%
12,264
-1,031
429
$350K 0.02%
2,789
430
$348K 0.02%
5,993
-10,069
431
$347K 0.02%
3,935
-220
432
$345K 0.02%
22,000
+13,500
433
$344K 0.02%
5,901
+1,721
434
$339K 0.02%
5,712
+584
435
$337K 0.02%
1,229
+18
436
$336K 0.02%
22,580
+10,600
437
$334K 0.02%
+6,371
438
$332K 0.02%
8,838
-340
439
$330K 0.02%
2,202
+284
440
$328K 0.02%
9,790
441
$328K 0.02%
15,089
-6,378
442
$322K 0.02%
4,922
-1,087
443
$318K 0.02%
2,431
+149
444
$318K 0.02%
4,880
-650
445
$317K 0.02%
15,514
-17,210
446
$313K 0.02%
3,857
447
$312K 0.02%
5,860
-2,750
448
$311K 0.02%
4,660
+32
449
$303K 0.02%
18,753
+11,753
450
$302K 0.02%
5,660
+1,757
16 17
18
19 20