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
126
$2.63M 0.19%
68,055
+7,343
127
$2.6M 0.18%
8,652
+44
128
$2.57M 0.18%
8,534
-1,120
129
$2.56M 0.18%
8,025
+295
130
$2.5M 0.18%
93,219
+10,904
131
$2.48M 0.18%
64,675
+3,825
132
$2.48M 0.18%
23,416
-156
133
$2.47M 0.18%
8,699
+249
134
$2.38M 0.17%
13,223
-3,666
135
$2.37M 0.17%
79,676
+5,343
136
$2.37M 0.17%
23,121
-7
137
$2.36M 0.17%
39,582
+250
138
$2.35M 0.17%
120,564
-4,377
139
$2.27M 0.16%
10,147
+123
140
$2.22M 0.16%
20,487
-1,700
141
$2.2M 0.16%
48,537
+837
142
$2.2M 0.16%
46,432
+1,720
143
$2.18M 0.16%
29,000
+270
144
$2.17M 0.15%
30,162
-1,057
145
$2.17M 0.15%
67,392
+18,927
146
$2.17M 0.15%
39,137
-998
147
$2.15M 0.15%
83,027
-2,523
148
$2.14M 0.15%
42,197
149
$2.13M 0.15%
44,609
-2,109
150
$2.1M 0.15%
11,065
+2,096
4 5
6
7 8