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
951
$45K ﹤0.01%
1,117
+2
952
$45K ﹤0.01%
1,650
953
$45K ﹤0.01%
4,017
954
$45K ﹤0.01%
1,673
955
$45K ﹤0.01%
4,325
956
$44K ﹤0.01%
1,088
957
$44K ﹤0.01%
2,200
958
$44K ﹤0.01%
1,394
-3,070
959
$44K ﹤0.01%
394
960
$44K ﹤0.01%
+1,400
961
$44K ﹤0.01%
660
962
$44K ﹤0.01%
2,500
963
$44K ﹤0.01%
470
964
$44K ﹤0.01%
574
+339
965
$44K ﹤0.01%
353
966
$44K ﹤0.01%
600
-100
967
$44K ﹤0.01%
554
-148
968
$43K ﹤0.01%
179
-174
969
$43K ﹤0.01%
148
-3
970
$43K ﹤0.01%
627
-151
971
$43K ﹤0.01%
90
972
$43K ﹤0.01%
665
-450
973
$43K ﹤0.01%
1,200
974
$43K ﹤0.01%
450
975
$43K ﹤0.01%
1,150
37 38
39
40 41