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
501
$246K 0.02%
2,573
-150
502
$246K 0.02%
1,751
-382
503
$245K 0.02%
5,280
+1,320
504
$244K 0.02%
10,750
505
$241K 0.02%
+16,050
506
$240K 0.02%
19,900
-4,950
507
$239K 0.02%
14,142
+8,300
508
$238K 0.02%
3,490
-147
509
$237K 0.02%
6,587
-50
510
$237K 0.02%
10,903
-3,912
511
$236K 0.02%
2,636
-198
512
$235K 0.02%
7,416
+749
513
$234K 0.02%
+8,005
514
$234K 0.02%
1,243
+1,193
515
$232K 0.02%
2,748
-200
516
$231K 0.02%
2,351
+1
517
$231K 0.02%
2,223
+790
518
$231K 0.02%
6,840
+390
519
$231K 0.02%
12,746
520
$231K 0.02%
1,297
521
$230K 0.02%
13,822
522
$230K 0.02%
3,020
523
$229K 0.02%
6,835
+1,400
524
$226K 0.02%
7,605
-314
525
$226K 0.02%
4,592
+2,593
19 20
21
22 23