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
1051
$32K ﹤0.01%
2,400
1052
$32K ﹤0.01%
+410
1053
$32K ﹤0.01%
177
1054
$32K ﹤0.01%
3,666
+90
1055
$32K ﹤0.01%
3,916
1056
$32K ﹤0.01%
5,000
1057
$31K ﹤0.01%
2,600
1058
$31K ﹤0.01%
862
+600
1059
$31K ﹤0.01%
288
+26
1060
$31K ﹤0.01%
1,182
1061
$31K ﹤0.01%
+400
1062
$31K ﹤0.01%
870
1063
$31K ﹤0.01%
1,144
+200
1064
$31K ﹤0.01%
74
1065
$31K ﹤0.01%
495
1066
$31K ﹤0.01%
1,199
+800
1067
$31K ﹤0.01%
2,000
1068
$30K ﹤0.01%
300
1069
$30K ﹤0.01%
630
+230
1070
$30K ﹤0.01%
3,200
+3,000
1071
$30K ﹤0.01%
+984
1072
$30K ﹤0.01%
115
1073
$30K ﹤0.01%
507
-795
1074
$29K ﹤0.01%
3,600
1075
$29K ﹤0.01%
+1,500
41 42
43
44 45