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
1126
$25K ﹤0.01%
382
-12,160
1127
$25K ﹤0.01%
1,251
+401
1128
$25K ﹤0.01%
432
1129
$25K ﹤0.01%
314
+1
1130
$25K ﹤0.01%
123
1131
$24K ﹤0.01%
1,500
1132
$24K ﹤0.01%
400
1133
$24K ﹤0.01%
503
1134
$24K ﹤0.01%
600
1135
$24K ﹤0.01%
390
-225
1136
$24K ﹤0.01%
468
1137
$24K ﹤0.01%
304
1138
$24K ﹤0.01%
2,200
1139
$24K ﹤0.01%
395
1140
$24K ﹤0.01%
163
1141
$24K ﹤0.01%
667
1142
$23K ﹤0.01%
160
-115
1143
$23K ﹤0.01%
300
1144
$23K ﹤0.01%
400
1145
$23K ﹤0.01%
469
1146
$23K ﹤0.01%
300
1147
$23K ﹤0.01%
329
1148
$23K ﹤0.01%
310
-90
1149
$23K ﹤0.01%
358
1150
$22K ﹤0.01%
2,501
44 45
46
47 48