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
776
$90K 0.01%
1,793
-79
777
$90K 0.01%
3,204
-1,674
778
$90K 0.01%
663
+108
779
$90K 0.01%
1,682
-33
780
$89K 0.01%
227
+142
781
$89K 0.01%
5,655
+2,380
782
$89K 0.01%
537
783
$89K 0.01%
620
784
$88K 0.01%
2,420
-500
785
$87K 0.01%
2,440
+19
786
$87K 0.01%
578
+516
787
$87K 0.01%
3,100
+1,200
788
$87K 0.01%
1,382
-97
789
$86K 0.01%
760
790
$86K 0.01%
5,700
791
$85K 0.01%
1,028
+150
792
$85K 0.01%
756
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793
$85K 0.01%
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794
$84K 0.01%
1,900
+1,500
795
$84K 0.01%
1,250
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796
$84K 0.01%
2,000
797
$83K 0.01%
+3,000
798
$83K 0.01%
731
799
$82K 0.01%
+2,000
800
$82K 0.01%
984
30 31
32
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