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
1001
$40K ﹤0.01%
3,554
1002
$40K ﹤0.01%
+200
1003
$39K ﹤0.01%
1,480
+598
1004
$39K ﹤0.01%
470
-100
1005
$39K ﹤0.01%
604
1006
$39K ﹤0.01%
200
1007
$39K ﹤0.01%
358
+33
1008
$39K ﹤0.01%
1,613
+1,482
1009
$38K ﹤0.01%
1,300
+906
1010
$38K ﹤0.01%
1,804
1011
$38K ﹤0.01%
1,766
1012
$38K ﹤0.01%
600
1013
$38K ﹤0.01%
502
1014
$38K ﹤0.01%
947
+66
1015
$38K ﹤0.01%
+750
1016
$37K ﹤0.01%
4,209
1017
$37K ﹤0.01%
360
-550
1018
$37K ﹤0.01%
900
1019
$37K ﹤0.01%
1,635
1020
$37K ﹤0.01%
420
-255
1021
$37K ﹤0.01%
350
1022
$37K ﹤0.01%
192
1023
$37K ﹤0.01%
615
-150
1024
$36K ﹤0.01%
639
-67
1025
$36K ﹤0.01%
804
+560
39 40
41
42 43