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
826
$76K 0.01%
1,856
-3
827
$76K 0.01%
1,000
828
$76K 0.01%
704
-148
829
$75K 0.01%
1,688
+7
830
$75K 0.01%
482
831
$74K 0.01%
650
832
$74K 0.01%
2,150
+750
833
$73K 0.01%
538
+140
834
$73K 0.01%
1,931
835
$73K 0.01%
1,300
836
$73K 0.01%
998
+436
837
$73K 0.01%
3,200
+830
838
$73K 0.01%
867
839
$73K 0.01%
1,950
840
$72K 0.01%
3,622
-2,473
841
$72K 0.01%
5,167
-1,886
842
$72K 0.01%
1,275
843
$71K 0.01%
9,104
+400
844
$71K 0.01%
2,000
845
$71K 0.01%
3,640
-312
846
$70K 0.01%
615
847
$70K 0.01%
1,175
-200
848
$69K ﹤0.01%
+1,050
849
$69K ﹤0.01%
5,052
850
$69K ﹤0.01%
691
+31
32 33
34
35 36