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
1151
$22K ﹤0.01%
122
-50
1152
$22K ﹤0.01%
200
1153
$22K ﹤0.01%
+506
1154
$22K ﹤0.01%
880
-20
1155
$22K ﹤0.01%
+4,081
1156
$22K ﹤0.01%
414
1157
$22K ﹤0.01%
1,750
1158
$22K ﹤0.01%
+584
1159
$21K ﹤0.01%
786
-500
1160
$21K ﹤0.01%
878
1161
$21K ﹤0.01%
+320
1162
$21K ﹤0.01%
159
-316
1163
$21K ﹤0.01%
750
-150
1164
$21K ﹤0.01%
338
1165
$21K ﹤0.01%
476
1166
$21K ﹤0.01%
+1,057
1167
$21K ﹤0.01%
200
1168
$21K ﹤0.01%
721
1169
$21K ﹤0.01%
740
-547
1170
$21K ﹤0.01%
2,679
-915
1171
$21K ﹤0.01%
760
1172
$21K ﹤0.01%
618
1173
$21K ﹤0.01%
2,872
1174
$21K ﹤0.01%
829
+14
1175
$21K ﹤0.01%
1,000
45 46
47
48 49