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
1226
$16K ﹤0.01%
6,000
1227
$16K ﹤0.01%
604
1228
$16K ﹤0.01%
373
1229
$16K ﹤0.01%
716
1230
$16K ﹤0.01%
86
1231
$16K ﹤0.01%
204
1232
$16K ﹤0.01%
317
-273
1233
$16K ﹤0.01%
2,000
-900
1234
$16K ﹤0.01%
1,001
+483
1235
$16K ﹤0.01%
1,245
1236
$16K ﹤0.01%
400
1237
$16K ﹤0.01%
341
1238
$16K ﹤0.01%
1,762
+26
1239
$16K ﹤0.01%
411
+211
1240
$16K ﹤0.01%
509
-60
1241
$16K ﹤0.01%
500
+250
1242
$16K ﹤0.01%
300
-550
1243
$16K ﹤0.01%
400
1244
$16K ﹤0.01%
70
1245
$15K ﹤0.01%
28
-4
1246
$15K ﹤0.01%
159
1247
$15K ﹤0.01%
589
1248
$15K ﹤0.01%
1,040
1249
$15K ﹤0.01%
900
1250
$15K ﹤0.01%
1,100
48 49
50
51 52