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
1076
$29K ﹤0.01%
158
+5
1077
$29K ﹤0.01%
175
1078
$29K ﹤0.01%
194
+27
1079
$29K ﹤0.01%
+2,473
1080
$29K ﹤0.01%
239
1081
$29K ﹤0.01%
+1,235
1082
$29K ﹤0.01%
+489
1083
$29K ﹤0.01%
265
1084
$28K ﹤0.01%
101
-9
1085
$28K ﹤0.01%
191
1086
$28K ﹤0.01%
6,396
1087
$28K ﹤0.01%
779
+2
1088
$28K ﹤0.01%
1,132
+969
1089
$28K ﹤0.01%
262
1090
$28K ﹤0.01%
259
1091
$28K ﹤0.01%
318
1092
$28K ﹤0.01%
158
1093
$28K ﹤0.01%
852
1094
$28K ﹤0.01%
209
-229
1095
$28K ﹤0.01%
678
1096
$28K ﹤0.01%
204
+76
1097
$28K ﹤0.01%
16,576
+870
1098
$28K ﹤0.01%
160
1099
$27K ﹤0.01%
469
1100
$27K ﹤0.01%
1,113
42 43
44
45 46