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
551
$206K 0.01%
4,448
+100
552
$206K 0.01%
1,646
+850
553
$205K 0.01%
2,440
+1,391
554
$204K 0.01%
1,231
+10
555
$204K 0.01%
2,371
-218
556
$203K 0.01%
298
+14
557
$203K 0.01%
4,179
+2,196
558
$203K 0.01%
7,923
559
$202K 0.01%
16,022
-568
560
$202K 0.01%
10,562
+400
561
$199K 0.01%
2,748
562
$195K 0.01%
1,808
+232
563
$194K 0.01%
3,658
+228
564
$194K 0.01%
11,756
-2,451
565
$193K 0.01%
8,517
-616
566
$193K 0.01%
6,085
-5,695
567
$193K 0.01%
+315
568
$192K 0.01%
2,132
+80
569
$190K 0.01%
1,026
-142
570
$188K 0.01%
3,822
+789
571
$188K 0.01%
3,096
+719
572
$188K 0.01%
7,373
573
$187K 0.01%
1,408
+200
574
$187K 0.01%
909
-5
575
$187K 0.01%
2,815
-65
21 22
23
24 25