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
726
$107K 0.01%
800
727
$106K 0.01%
457
+1
728
$106K 0.01%
529
-100
729
$105K 0.01%
4,700
730
$105K 0.01%
3,526
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731
$104K 0.01%
1,263
-161
732
$104K 0.01%
800
-600
733
$104K 0.01%
800
734
$103K 0.01%
2,027
-445
735
$103K 0.01%
1,000
-190
736
$103K 0.01%
3,250
+2,150
737
$102K 0.01%
1,098
738
$102K 0.01%
1,699
-302
739
$102K 0.01%
5,000
-1,400
740
$102K 0.01%
2,250
+600
741
$101K 0.01%
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742
$101K 0.01%
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743
$100K 0.01%
1,832
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744
$100K 0.01%
906
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745
$100K 0.01%
3,975
-3,189
746
$100K 0.01%
900
747
$100K 0.01%
1,951
748
$100K 0.01%
1,606
749
$100K 0.01%
623
750
$98K 0.01%
533
+375
28 29
30
31 32