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
876
$61K ﹤0.01%
1,025
+185
877
$61K ﹤0.01%
1,000
+800
878
$61K ﹤0.01%
1,172
-302
879
$60K ﹤0.01%
996
-248
880
$60K ﹤0.01%
730
+100
881
$60K ﹤0.01%
1,891
+786
882
$59K ﹤0.01%
381
-26
883
$59K ﹤0.01%
744
884
$59K ﹤0.01%
+1,276
885
$59K ﹤0.01%
3,000
-192
886
$59K ﹤0.01%
3,785
887
$59K ﹤0.01%
+4,400
888
$59K ﹤0.01%
1,101
+40
889
$59K ﹤0.01%
351
890
$58K ﹤0.01%
1,000
891
$58K ﹤0.01%
371
+103
892
$58K ﹤0.01%
1,671
893
$58K ﹤0.01%
139
+1
894
$57K ﹤0.01%
1,416
+581
895
$57K ﹤0.01%
1,822
+1,200
896
$57K ﹤0.01%
2,744
897
$57K ﹤0.01%
797
+5
898
$57K ﹤0.01%
1,187
+41
899
$56K ﹤0.01%
1,091
+26
900
$56K ﹤0.01%
+450
34 35
36
37 38