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
451
$301K 0.02%
2,332
-7,645
452
$297K 0.02%
+14,200
453
$296K 0.02%
3,318
-194
454
$295K 0.02%
23,900
+15,700
455
$294K 0.02%
1,370
+8
456
$293K 0.02%
4,012
-660
457
$291K 0.02%
4,051
458
$291K 0.02%
+5,095
459
$291K 0.02%
9,620
+127
460
$288K 0.02%
1,028
+400
461
$283K 0.02%
4,856
+3,238
462
$279K 0.02%
5,550
463
$279K 0.02%
19,400
+10,050
464
$278K 0.02%
19,709
+200
465
$277K 0.02%
950
466
$276K 0.02%
5,938
-1,164
467
$275K 0.02%
17,300
+8,900
468
$275K 0.02%
+17,000
469
$274K 0.02%
8,681
+1
470
$274K 0.02%
4,899
+45
471
$273K 0.02%
5,664
+776
472
$272K 0.02%
2,749
+1,209
473
$269K 0.02%
7,590
474
$269K 0.02%
10,112
-659
475
$269K 0.02%
16,400
17 18
19
20 21