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
701
$118K 0.01%
+5,075
702
$117K 0.01%
3,516
703
$117K 0.01%
5,010
+900
704
$117K 0.01%
1,150
-87
705
$116K 0.01%
1,700
+1,150
706
$115K 0.01%
1,924
+35
707
$115K 0.01%
+500
708
$115K 0.01%
388
709
$115K 0.01%
2,300
710
$115K 0.01%
1,753
-800
711
$114K 0.01%
5,515
712
$114K 0.01%
3,234
713
$114K 0.01%
362
-45
714
$113K 0.01%
8,499
-189
715
$113K 0.01%
670
716
$112K 0.01%
1,000
717
$112K 0.01%
1,969
+2
718
$111K 0.01%
2,634
-9
719
$110K 0.01%
4,980
720
$110K 0.01%
2,354
+624
721
$109K 0.01%
2,026
-50
722
$109K 0.01%
1,038
-63
723
$108K 0.01%
4,940
+2,720
724
$108K 0.01%
1,630
725
$107K 0.01%
4,244
+200
27 28
29
30 31