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
976
$43K ﹤0.01%
1,082
+429
977
$43K ﹤0.01%
724
-150
978
$43K ﹤0.01%
4,000
-502
979
$43K ﹤0.01%
1,707
980
$43K ﹤0.01%
987
+116
981
$43K ﹤0.01%
1,260
+674
982
$42K ﹤0.01%
920
-500
983
$42K ﹤0.01%
300
984
$42K ﹤0.01%
1,062
+11
985
$42K ﹤0.01%
724
+32
986
$42K ﹤0.01%
1,000
987
$42K ﹤0.01%
+700
988
$42K ﹤0.01%
150
989
$42K ﹤0.01%
1,082
990
$41K ﹤0.01%
343
991
$41K ﹤0.01%
124
992
$41K ﹤0.01%
826
-100
993
$41K ﹤0.01%
1,476
-200
994
$40K ﹤0.01%
435
995
$40K ﹤0.01%
1,862
+1
996
$40K ﹤0.01%
1,340
997
$40K ﹤0.01%
790
998
$40K ﹤0.01%
147
+6
999
$40K ﹤0.01%
1,480
+1,155
1000
$40K ﹤0.01%
1,427
38 39
40
41 42