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
1401
$8K ﹤0.01%
+252
1402
$8K ﹤0.01%
146
1403
$8K ﹤0.01%
365
1404
$8K ﹤0.01%
53
+13
1405
$8K ﹤0.01%
251
-16
1406
$8K ﹤0.01%
19
-5
1407
$8K ﹤0.01%
66
1408
$8K ﹤0.01%
+175
1409
$8K ﹤0.01%
400
1410
$8K ﹤0.01%
270
1411
$8K ﹤0.01%
225
1412
$8K ﹤0.01%
392
1413
$8K ﹤0.01%
49
+45
1414
$8K ﹤0.01%
850
1415
$8K ﹤0.01%
1,100
1416
$8K ﹤0.01%
148
+11
1417
$8K ﹤0.01%
459
1418
$7K ﹤0.01%
51
1419
$7K ﹤0.01%
381
1420
$7K ﹤0.01%
296
1421
$7K ﹤0.01%
64
1422
$7K ﹤0.01%
397
1423
$7K ﹤0.01%
75
1424
$7K ﹤0.01%
200
-274
1425
$7K ﹤0.01%
192
+178
55 56
57
58 59