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
1276
$14K ﹤0.01%
32
1277
$14K ﹤0.01%
900
1278
$14K ﹤0.01%
86
1279
$13K ﹤0.01%
78
-46
1280
$13K ﹤0.01%
337
1281
$13K ﹤0.01%
150
1282
$13K ﹤0.01%
300
1283
$13K ﹤0.01%
313
1284
$13K ﹤0.01%
391
1285
$13K ﹤0.01%
+648
1286
$13K ﹤0.01%
100
1287
$13K ﹤0.01%
+500
1288
$13K ﹤0.01%
3,285
+500
1289
$13K ﹤0.01%
120
1290
$13K ﹤0.01%
620
1291
$13K ﹤0.01%
3,813
1292
$13K ﹤0.01%
282
1293
$13K ﹤0.01%
340
1294
$13K ﹤0.01%
243
+203
1295
$13K ﹤0.01%
89
1296
$12K ﹤0.01%
+540
1297
$12K ﹤0.01%
100
1298
$12K ﹤0.01%
4
1299
$12K ﹤0.01%
275
1300
$12K ﹤0.01%
88
50 51
52
53 54