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
801
$82K 0.01%
5,552
+39
802
$82K 0.01%
4,500
803
$82K 0.01%
2,093
-5,405
804
$82K 0.01%
3,255
805
$81K 0.01%
+1,600
806
$81K 0.01%
3,467
807
$80K 0.01%
8,128
+6,310
808
$80K 0.01%
2,365
+1,300
809
$80K 0.01%
4,000
810
$79K 0.01%
1,530
811
$79K 0.01%
3,658
-202
812
$78K 0.01%
6,708
+25
813
$78K 0.01%
865
814
$78K 0.01%
2,569
-47,060
815
$78K 0.01%
1,896
+625
816
$78K 0.01%
426
817
$78K 0.01%
2,035
+1,800
818
$78K 0.01%
440
819
$77K 0.01%
880
820
$77K 0.01%
285
821
$76K 0.01%
1,003
-223
822
$76K 0.01%
1,826
823
$76K 0.01%
1,049
824
$76K 0.01%
2,798
+1,728
825
$76K 0.01%
972
31 32
33
34 35