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
851
$69K ﹤0.01%
1,232
+485
852
$69K ﹤0.01%
3,731
-167
853
$69K ﹤0.01%
2,264
854
$68K ﹤0.01%
698
+619
855
$68K ﹤0.01%
795
-133
856
$68K ﹤0.01%
144
-16
857
$68K ﹤0.01%
21,347
858
$67K ﹤0.01%
1,844
+193
859
$67K ﹤0.01%
1,456
+8
860
$67K ﹤0.01%
1,836
861
$67K ﹤0.01%
3,066
862
$66K ﹤0.01%
2,305
-5
863
$66K ﹤0.01%
2,800
-149
864
$64K ﹤0.01%
132
-5
865
$64K ﹤0.01%
682
866
$64K ﹤0.01%
240
-109
867
$64K ﹤0.01%
433
868
$64K ﹤0.01%
1,285
+284
869
$64K ﹤0.01%
492
+400
870
$63K ﹤0.01%
4,700
871
$63K ﹤0.01%
2,150
872
$62K ﹤0.01%
1,009
873
$62K ﹤0.01%
2,725
+107
874
$61K ﹤0.01%
1,001
+1
875
$61K ﹤0.01%
775
-200
33 34
35
36 37