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
1301
$12K ﹤0.01%
+470
1302
$12K ﹤0.01%
321
-250
1303
$12K ﹤0.01%
332
1304
$12K ﹤0.01%
+348
1305
$12K ﹤0.01%
33
+20
1306
$12K ﹤0.01%
425
1307
$12K ﹤0.01%
55
1308
$12K ﹤0.01%
338
1309
$12K ﹤0.01%
107
1310
$12K ﹤0.01%
500
+400
1311
$12K ﹤0.01%
435
1312
$12K ﹤0.01%
372
+209
1313
$12K ﹤0.01%
66
1314
$12K ﹤0.01%
53
1315
$12K ﹤0.01%
167
1316
$12K ﹤0.01%
254
+96
1317
$12K ﹤0.01%
800
-26,250
1318
$12K ﹤0.01%
+316
1319
$12K ﹤0.01%
1,500
1320
$12K ﹤0.01%
1,000
1321
$12K ﹤0.01%
+1,000
1322
$11K ﹤0.01%
262
1323
$11K ﹤0.01%
316
1324
$11K ﹤0.01%
400
1325
$11K ﹤0.01%
125
-211
51 52
53
54 55