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
576
$187K 0.01%
649
+511
577
$186K 0.01%
10,996
578
$185K 0.01%
1,016
-359
579
$184K 0.01%
23,903
+1,211
580
$184K 0.01%
2,449
+258
581
$184K 0.01%
1,997
582
$184K 0.01%
1,700
583
$183K 0.01%
902
+250
584
$183K 0.01%
783
+88
585
$182K 0.01%
612
+6
586
$178K 0.01%
921
-41
587
$178K 0.01%
1,945
-165
588
$177K 0.01%
1,596
+63
589
$177K 0.01%
+10,840
590
$176K 0.01%
3,784
+4
591
$175K 0.01%
1,321
592
$171K 0.01%
3,937
+6
593
$171K 0.01%
10,269
+4,479
594
$171K 0.01%
1,500
595
$170K 0.01%
1,857
-94
596
$170K 0.01%
+4,685
597
$168K 0.01%
2,872
-391
598
$168K 0.01%
6,288
599
$167K 0.01%
10,781
600
$167K 0.01%
3,062
-26,219
22 23
24
25 26