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
651
$142K 0.01%
15,850
-11,350
652
$141K 0.01%
1,481
-65
653
$141K 0.01%
1,293
-96
654
$141K 0.01%
540
655
$141K 0.01%
4,006
+17
656
$140K 0.01%
3,862
657
$139K 0.01%
1,700
-150
658
$139K 0.01%
2,175
+503
659
$138K 0.01%
94
660
$137K 0.01%
966
-42
661
$137K 0.01%
747
+100
662
$137K 0.01%
9,910
-2,600
663
$137K 0.01%
+1,035
664
$136K 0.01%
6,848
+1
665
$136K 0.01%
1,835
+26
666
$134K 0.01%
270
+40
667
$134K 0.01%
500
668
$134K 0.01%
1,109
+811
669
$133K 0.01%
2,322
+591
670
$133K 0.01%
1,258
+20
671
$132K 0.01%
1,100
672
$131K 0.01%
958
+89
673
$131K 0.01%
1,900
674
$131K 0.01%
3,564
+1,555
675
$130K 0.01%
17,100
-2,000
25 26
27
28 29