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
751
$98K 0.01%
4,200
752
$98K 0.01%
3,250
-1,282
753
$98K 0.01%
5,204
-320
754
$97K 0.01%
7,600
755
$96K 0.01%
2,639
+150
756
$96K 0.01%
6,346
-451
757
$96K 0.01%
484
758
$95K 0.01%
1,944
759
$95K 0.01%
1,572
760
$95K 0.01%
1,158
+1,000
761
$95K 0.01%
575
762
$95K 0.01%
383
-16
763
$94K 0.01%
1,007
764
$94K 0.01%
1,122
+747
765
$94K 0.01%
1,025
766
$94K 0.01%
1,564
+122
767
$93K 0.01%
1,810
+175
768
$93K 0.01%
500
769
$93K 0.01%
1,660
770
$93K 0.01%
1,115
-74
771
$92K 0.01%
1,100
772
$91K 0.01%
3,562
+56
773
$91K 0.01%
181
-147
774
$91K 0.01%
1,995
+525
775
$91K 0.01%
1,085
29 30
31
32 33