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
1351
$10K ﹤0.01%
863
1352
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200
1353
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200
1354
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126
1355
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25
1356
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1357
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29
-20
1358
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1359
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+400
1360
$10K ﹤0.01%
+255
1361
$10K ﹤0.01%
185
1362
$9K ﹤0.01%
100
1363
$9K ﹤0.01%
+300
1364
$9K ﹤0.01%
206
1365
$9K ﹤0.01%
191
1366
$9K ﹤0.01%
197
1367
$9K ﹤0.01%
273
1368
$9K ﹤0.01%
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1369
$9K ﹤0.01%
398
1370
$9K ﹤0.01%
500
1371
$9K ﹤0.01%
19
-5
1372
$9K ﹤0.01%
246
-50
1373
$9K ﹤0.01%
+250
1374
$9K ﹤0.01%
1,100
1375
$9K ﹤0.01%
+260
53 54
55
56 57