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
1026
$36K ﹤0.01%
544
+70
1027
$36K ﹤0.01%
85
+30
1028
$36K ﹤0.01%
1,180
1029
$36K ﹤0.01%
2,922
+1,716
1030
$36K ﹤0.01%
1,987
+1,363
1031
$36K ﹤0.01%
2,723
-933
1032
$35K ﹤0.01%
1,249
+890
1033
$35K ﹤0.01%
604
1034
$35K ﹤0.01%
387
1035
$35K ﹤0.01%
1,625
1036
$35K ﹤0.01%
425
1037
$34K ﹤0.01%
340
-140
1038
$34K ﹤0.01%
3,073
+685
1039
$34K ﹤0.01%
1,670
-300
1040
$34K ﹤0.01%
1,400
1041
$34K ﹤0.01%
1,578
1042
$34K ﹤0.01%
680
1043
$34K ﹤0.01%
1,811
1044
$34K ﹤0.01%
709
1045
$33K ﹤0.01%
1,000
1046
$33K ﹤0.01%
1,088
1047
$33K ﹤0.01%
1,097
1048
$33K ﹤0.01%
291
-22
1049
$32K ﹤0.01%
293
1050
$32K ﹤0.01%
400
40 41
42
43 44