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
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
76
$4.24M 0.3%
77,831
-1,655
77
$4.22M 0.3%
128,295
+361
78
$4.2M 0.3%
16,898
+64
79
$4.12M 0.29%
18,191
+1,735
80
$4.1M 0.29%
12,407
+5,071
81
$4.03M 0.29%
56,202
-639
82
$3.96M 0.28%
18,686
+1,247
83
$3.93M 0.28%
29,009
+142
84
$3.78M 0.27%
68,080
-264
85
$3.75M 0.27%
11,468
+144
86
$3.74M 0.27%
193,271
+20,685
87
$3.72M 0.26%
28,604
+7,176
88
$3.7M 0.26%
41,666
+1,053
89
$3.62M 0.26%
111,185
+2,894
90
$3.6M 0.26%
88,605
-1,760
91
$3.5M 0.25%
32,016
-24,653
92
$3.49M 0.25%
30,672
+3,408
93
$3.45M 0.25%
15,902
+454
94
$3.45M 0.25%
28,321
+2,655
95
$3.39M 0.24%
121,536
+77,186
96
$3.38M 0.24%
30,500
+150
97
$3.37M 0.24%
28,555
-585
98
$3.34M 0.24%
45,357
+792
99
$3.33M 0.24%
108,728
+28,186
100
$3.28M 0.23%
17,782
+210
2 3
4
5 6