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
1426
$7K ﹤0.01%
183
1427
$7K ﹤0.01%
70
1428
$7K ﹤0.01%
604
1429
$7K ﹤0.01%
108
1430
$7K ﹤0.01%
3,103
1431
$7K ﹤0.01%
50
1432
$7K ﹤0.01%
133
-40
1433
$7K ﹤0.01%
187
1434
$7K ﹤0.01%
102
+1
1435
$7K ﹤0.01%
1,000
1436
$7K ﹤0.01%
600
1437
$7K ﹤0.01%
108
1438
$7K ﹤0.01%
+100
1439
$7K ﹤0.01%
165
-21
1440
$7K ﹤0.01%
288
1441
$7K ﹤0.01%
1,400
1442
$7K ﹤0.01%
1,000
-1,100
1443
$7K ﹤0.01%
200
1444
$7K ﹤0.01%
300
1445
$7K ﹤0.01%
158
1446
$7K ﹤0.01%
+673
1447
$7K ﹤0.01%
150
1448
$6K ﹤0.01%
150
1449
$6K ﹤0.01%
139
1450
$6K ﹤0.01%
35
56 57
58
59 60