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
601
$167K 0.01%
2,508
-46
602
$166K 0.01%
761
-23
603
$166K 0.01%
1,096
604
$165K 0.01%
2,027
+2
605
$164K 0.01%
679
-51
606
$164K 0.01%
2,250
607
$164K 0.01%
731
+416
608
$164K 0.01%
816
-45
609
$164K 0.01%
12,130
-1,295
610
$164K 0.01%
534
611
$164K 0.01%
4,300
+900
612
$163K 0.01%
2,970
+1,096
613
$163K 0.01%
3,810
+29
614
$163K 0.01%
875
615
$162K 0.01%
5,321
+29
616
$162K 0.01%
1,900
-200
617
$162K 0.01%
3,534
-21,468
618
$161K 0.01%
+2,000
619
$161K 0.01%
3,500
620
$159K 0.01%
3,190
621
$158K 0.01%
4,121
+9
622
$158K 0.01%
16,936
623
$157K 0.01%
2,120
-90
624
$156K 0.01%
4,801
625
$156K 0.01%
2,592
23 24
25
26 27