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
901
$56K ﹤0.01%
221
902
$55K ﹤0.01%
4,660
903
$55K ﹤0.01%
816
904
$55K ﹤0.01%
882
+5
905
$55K ﹤0.01%
290
906
$55K ﹤0.01%
2,141
+640
907
$55K ﹤0.01%
676
+90
908
$55K ﹤0.01%
816
-94
909
$55K ﹤0.01%
1,101
910
$55K ﹤0.01%
13,054
911
$55K ﹤0.01%
99
912
$54K ﹤0.01%
1,075
+76
913
$54K ﹤0.01%
1,251
+88
914
$54K ﹤0.01%
500
+70
915
$54K ﹤0.01%
1,183
916
$54K ﹤0.01%
200
-40
917
$53K ﹤0.01%
1,381
-11
918
$53K ﹤0.01%
600
919
$52K ﹤0.01%
1,617
+3
920
$52K ﹤0.01%
2,311
921
$51K ﹤0.01%
347
+2
922
$51K ﹤0.01%
+920
923
$51K ﹤0.01%
3,691
924
$51K ﹤0.01%
2,911
+23
925
$51K ﹤0.01%
2,410
-90
35 36
37
38 39