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
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
101
$3.27M 0.23%
69,196
+7,285
102
$3.22M 0.23%
26,837
-40
103
$3.18M 0.23%
82,134
+1,268
104
$3.18M 0.23%
19,917
-2,951
105
$3.16M 0.23%
10,354
-292
106
$3M 0.21%
21,708
-85
107
$2.96M 0.21%
81,579
-20,480
108
$2.93M 0.21%
22,082
-905
109
$2.89M 0.21%
180,390
-35,082
110
$2.88M 0.2%
102,158
+79,508
111
$2.87M 0.2%
7,217
-172
112
$2.87M 0.2%
69,539
-764
113
$2.86M 0.2%
50,201
-11
114
$2.85M 0.2%
9,303
+66
115
$2.85M 0.2%
91,064
-2,126
116
$2.84M 0.2%
212,720
+14,360
117
$2.81M 0.2%
21,386
+1,214
118
$2.78M 0.2%
27,219
-2,846
119
$2.71M 0.19%
11,689
-351
120
$2.69M 0.19%
8,539
-233
121
$2.67M 0.19%
116,636
-4,021
122
$2.66M 0.19%
41,104
+2,571
123
$2.65M 0.19%
8,864
+172
124
$2.65M 0.19%
20,133
-1,577
125
$2.64M 0.19%
72,762
-52,025
3 4
5
6 7