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
676
$129K 0.01%
1,495
-65
677
$129K 0.01%
8,793
+181
678
$128K 0.01%
1,120
+102
679
$128K 0.01%
5,952
-526
680
$128K 0.01%
1,287
+1
681
$128K 0.01%
2,400
682
$128K 0.01%
1,320
+15
683
$126K 0.01%
750
684
$126K 0.01%
5,679
-1,632
685
$123K 0.01%
1,012
+960
686
$123K 0.01%
608
+162
687
$123K 0.01%
1,586
-50
688
$122K 0.01%
1,101
689
$122K 0.01%
7,525
690
$121K 0.01%
357
-18
691
$121K 0.01%
5,035
-1,630
692
$121K 0.01%
1,243
693
$121K 0.01%
1,332
694
$121K 0.01%
3,370
+3,100
695
$121K 0.01%
1,771
+124
696
$121K 0.01%
530
-68
697
$120K 0.01%
733
-144
698
$120K 0.01%
324
699
$119K 0.01%
680
700
$119K 0.01%
13,975
+1,064
26 27
28
29 30