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
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
26
$8.91M 0.63%
170,100
-39,236
27
$8.84M 0.63%
39,932
+35,235
28
$8.82M 0.63%
23,715
+570
29
$8.4M 0.6%
327,406
+27,736
30
$8.28M 0.59%
+156,889
31
$8.19M 0.58%
84,202
+82,138
32
$8.05M 0.57%
90,770
+88,185
33
$7.95M 0.57%
71,377
+8,382
34
$7.78M 0.55%
47,315
+1,238
35
$7.77M 0.55%
148,453
+10,456
36
$7.65M 0.54%
131,509
+9,363
37
$7.59M 0.54%
214,666
+168,400
38
$7.54M 0.54%
79,186
-79,973
39
$7.38M 0.53%
71,520
-3,140
40
$7.26M 0.52%
87,996
-2,050
41
$7.25M 0.52%
124,676
-8,371
42
$7.25M 0.52%
158,471
+17,905
43
$6.63M 0.47%
+127,512
44
$6.53M 0.47%
242,226
+13,534
45
$6.47M 0.46%
42,480
+5,637
46
$6.46M 0.46%
14,153
+186
47
$6.43M 0.46%
50,515
+1,404
48
$6.41M 0.46%
216,316
-7,072
49
$6.37M 0.45%
90,637
-2,912
50
$6.33M 0.45%
17,141
-879
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