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
1376
$9K ﹤0.01%
200
1377
$9K ﹤0.01%
500
1378
$9K ﹤0.01%
762
1379
$9K ﹤0.01%
152
1380
$9K ﹤0.01%
279
1381
$9K ﹤0.01%
395
1382
$9K ﹤0.01%
500
1383
$9K ﹤0.01%
350
1384
$8K ﹤0.01%
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1385
$8K ﹤0.01%
300
1386
$8K ﹤0.01%
89
1387
$8K ﹤0.01%
248
1388
$8K ﹤0.01%
93
1389
$8K ﹤0.01%
132
+110
1390
$8K ﹤0.01%
119
1391
$8K ﹤0.01%
+90
1392
$8K ﹤0.01%
123
+100
1393
$8K ﹤0.01%
319
+210
1394
$8K ﹤0.01%
146
1395
$8K ﹤0.01%
82
1396
$8K ﹤0.01%
209
+55
1397
$8K ﹤0.01%
245
1398
$8K ﹤0.01%
+50
1399
$8K ﹤0.01%
+70
1400
$8K ﹤0.01%
65
54 55
56
57 58