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
526
$223K 0.02%
9,130
+3,765
527
$223K 0.02%
5,480
-1,013
528
$223K 0.02%
1,854
-380
529
$223K 0.02%
33,080
+11,500
530
$223K 0.02%
2,817
+89
531
$221K 0.02%
24,910
+24,154
532
$220K 0.02%
15,540
533
$220K 0.02%
675
-190
534
$220K 0.02%
2,397
-30
535
$219K 0.02%
15,900
+10,900
536
$218K 0.02%
3,052
537
$218K 0.02%
1,386
+17
538
$217K 0.02%
2,446
+1,760
539
$216K 0.02%
4,238
540
$215K 0.02%
10,782
+4,434
541
$213K 0.02%
2,862
542
$213K 0.02%
11,650
+6,000
543
$213K 0.02%
3,259
+335
544
$213K 0.02%
1,657
+155
545
$210K 0.01%
995
+14
546
$209K 0.01%
2,340
+1,240
547
$209K 0.01%
+14,550
548
$208K 0.01%
4,682
+2
549
$208K 0.01%
4,782
+4,682
550
$207K 0.01%
1,242
-5
20 21
22
23 24