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
1251
$15K ﹤0.01%
249
1252
$15K ﹤0.01%
90
+50
1253
$15K ﹤0.01%
1,200
1254
$15K ﹤0.01%
355
1255
$15K ﹤0.01%
291
+102
1256
$15K ﹤0.01%
212
-4
1257
$15K ﹤0.01%
80
1258
$15K ﹤0.01%
+181
1259
$15K ﹤0.01%
1,100
1260
$15K ﹤0.01%
+530
1261
$15K ﹤0.01%
1,150
1262
$15K ﹤0.01%
210
1263
$15K ﹤0.01%
+1,692
1264
$15K ﹤0.01%
594
1265
$15K ﹤0.01%
843
1266
$14K ﹤0.01%
1,492
1267
$14K ﹤0.01%
224
1268
$14K ﹤0.01%
500
1269
$14K ﹤0.01%
186
+74
1270
$14K ﹤0.01%
379
1271
$14K ﹤0.01%
2,530
1272
$14K ﹤0.01%
703
+400
1273
$14K ﹤0.01%
367
+6
1274
$14K ﹤0.01%
217
1275
$14K ﹤0.01%
+228
49 50
51
52 53