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
1201
$18K ﹤0.01%
416
1202
$18K ﹤0.01%
207
1203
$18K ﹤0.01%
1,759
+259
1204
$18K ﹤0.01%
1,334
1205
$18K ﹤0.01%
115
1206
$18K ﹤0.01%
750
1207
$18K ﹤0.01%
165
1208
$18K ﹤0.01%
275
-200
1209
$18K ﹤0.01%
1,419
1210
$18K ﹤0.01%
220
1211
$18K ﹤0.01%
76
1212
$18K ﹤0.01%
100
-400
1213
$18K ﹤0.01%
85
1214
$18K ﹤0.01%
37
-245
1215
$17K ﹤0.01%
238
1216
$17K ﹤0.01%
+200
1217
$17K ﹤0.01%
230
1218
$17K ﹤0.01%
632
1219
$17K ﹤0.01%
560
1220
$17K ﹤0.01%
1,500
1221
$17K ﹤0.01%
1,500
1222
$17K ﹤0.01%
99
1223
$17K ﹤0.01%
272
1224
$17K ﹤0.01%
1,769
+46
1225
$17K ﹤0.01%
+2,014
47 48
49
50 51