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
1101
$27K ﹤0.01%
150
1102
$27K ﹤0.01%
214
1103
$27K ﹤0.01%
185
1104
$27K ﹤0.01%
1,738
1105
$26K ﹤0.01%
1,076
+680
1106
$26K ﹤0.01%
572
1107
$26K ﹤0.01%
2,677
-19,236
1108
$26K ﹤0.01%
+80
1109
$26K ﹤0.01%
317
1110
$26K ﹤0.01%
2,045
1111
$26K ﹤0.01%
741
1112
$26K ﹤0.01%
841
1113
$26K ﹤0.01%
580
1114
$26K ﹤0.01%
2,000
1115
$26K ﹤0.01%
125
1116
$26K ﹤0.01%
118
1117
$26K ﹤0.01%
594
1118
$25K ﹤0.01%
499
+411
1119
$25K ﹤0.01%
115
1120
$25K ﹤0.01%
656
+7
1121
$25K ﹤0.01%
1,300
+1,000
1122
$25K ﹤0.01%
150
1123
$25K ﹤0.01%
1,197
1124
$25K ﹤0.01%
1,004
+409
1125
$25K ﹤0.01%
779
43 44
45
46 47