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
476
$268K 0.02%
837
+36
477
$268K 0.02%
18,550
+9,950
478
$268K 0.02%
5,145
+933
479
$267K 0.02%
1,084
480
$266K 0.02%
695
+28
481
$264K 0.02%
6,024
-411
482
$264K 0.02%
7,335
+292
483
$264K 0.02%
2,834
484
$263K 0.02%
8,489
+4,000
485
$263K 0.02%
1,440
-1,040
486
$263K 0.02%
8,183
+2,634
487
$262K 0.02%
3,104
488
$262K 0.02%
1,345
489
$259K 0.02%
3,390
+82
490
$259K 0.02%
2,126
+200
491
$259K 0.02%
2,155
-9,479
492
$258K 0.02%
11,716
+817
493
$258K 0.02%
5,196
494
$258K 0.02%
748
+16
495
$256K 0.02%
52,600
+3,000
496
$255K 0.02%
526
-100
497
$253K 0.02%
1,930
498
$253K 0.02%
1,684
+1
499
$250K 0.02%
2,052
+1,072
500
$248K 0.02%
10,014
+413
18 19
20
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