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
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
51
$6.11M 0.44%
28,558
-330
52
$6.11M 0.43%
23,899
+11,048
53
$6.05M 0.43%
321,784
+1,474
54
$5.96M 0.42%
24,547
-80
55
$5.82M 0.41%
52,207
-20,755
56
$5.8M 0.41%
89,114
+1,339
57
$5.72M 0.41%
26,735
+21,070
58
$5.64M 0.4%
103,162
-14,250
59
$5.45M 0.39%
27,500
+3,708
60
$5.42M 0.39%
97,028
+1,626
61
$5.37M 0.38%
53,452
+8,598
62
$5.34M 0.38%
329,120
+21,320
63
$5.26M 0.37%
103,283
-1,519
64
$5.26M 0.37%
79,086
-856
65
$5.17M 0.37%
25,038
-525
66
$5.04M 0.36%
35,677
-241
67
$4.77M 0.34%
+84,754
68
$4.6M 0.33%
64,059
+61,883
69
$4.57M 0.33%
174,624
+48,834
70
$4.57M 0.33%
184,077
+13,593
71
$4.52M 0.32%
15,341
+657
72
$4.51M 0.32%
70,097
-7,159
73
$4.46M 0.32%
41,181
+318
74
$4.27M 0.3%
26,720
-140
75
$4.27M 0.3%
67,686
+2,542
1 2
3
4 5