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
926
$51K ﹤0.01%
450
927
$51K ﹤0.01%
2,242
928
$51K ﹤0.01%
404
929
$51K ﹤0.01%
+64
930
$50K ﹤0.01%
612
-100
931
$50K ﹤0.01%
156
+25
932
$50K ﹤0.01%
2,130
933
$50K ﹤0.01%
1,293
934
$50K ﹤0.01%
534
935
$49K ﹤0.01%
759
936
$49K ﹤0.01%
710
-266
937
$49K ﹤0.01%
905
-159
938
$49K ﹤0.01%
800
939
$49K ﹤0.01%
1,198
940
$48K ﹤0.01%
2,000
+200
941
$48K ﹤0.01%
739
+3
942
$47K ﹤0.01%
203
943
$47K ﹤0.01%
3,844
+1,730
944
$47K ﹤0.01%
316
+109
945
$47K ﹤0.01%
+1,164
946
$47K ﹤0.01%
10,882
947
$46K ﹤0.01%
610
-375
948
$46K ﹤0.01%
600
-100
949
$46K ﹤0.01%
928
950
$45K ﹤0.01%
2,000
36 37
38
39 40