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
626
$155K 0.01%
630
+300
627
$154K 0.01%
1,097
-510
628
$151K 0.01%
487
+80
629
$150K 0.01%
980
-35
630
$150K 0.01%
+3,381
631
$150K 0.01%
1,505
+6
632
$150K 0.01%
2,844
-1,561
633
$150K 0.01%
947
+900
634
$149K 0.01%
3,299
+476
635
$148K 0.01%
4,745
+8
636
$148K 0.01%
5,368
-1,098
637
$147K 0.01%
300
-12
638
$147K 0.01%
1,956
+11
639
$147K 0.01%
1,083
-3,600
640
$146K 0.01%
3,121
641
$146K 0.01%
2,289
-106
642
$145K 0.01%
1,132
-296
643
$145K 0.01%
2,155
+1,747
644
$144K 0.01%
1,695
+412
645
$144K 0.01%
400
-60
646
$144K 0.01%
12,302
-4,810
647
$144K 0.01%
10,925
648
$143K 0.01%
1,143
-62
649
$143K 0.01%
3,875
+1,500
650
$143K 0.01%
1,574
+29
24 25
26
27 28