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
1176
$21K ﹤0.01%
640
1177
$21K ﹤0.01%
1,223
1178
$20K ﹤0.01%
162
1179
$20K ﹤0.01%
200
1180
$20K ﹤0.01%
+400
1181
$20K ﹤0.01%
750
1182
$20K ﹤0.01%
270
1183
$20K ﹤0.01%
91
1184
$20K ﹤0.01%
+531
1185
$20K ﹤0.01%
350
1186
$20K ﹤0.01%
1,433
1187
$20K ﹤0.01%
+253
1188
$20K ﹤0.01%
+315
1189
$19K ﹤0.01%
740
-110
1190
$19K ﹤0.01%
1,044
1191
$19K ﹤0.01%
450
1192
$19K ﹤0.01%
800
1193
$19K ﹤0.01%
525
1194
$19K ﹤0.01%
100
-115
1195
$19K ﹤0.01%
146
1196
$19K ﹤0.01%
+700
1197
$19K ﹤0.01%
638
1198
$19K ﹤0.01%
745
1199
$18K ﹤0.01%
1,096
1200
$18K ﹤0.01%
1,734
46 47
48
49 50