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
1476
$6K ﹤0.01%
200
1477
$6K ﹤0.01%
358
+2
1478
$6K ﹤0.01%
138
-2,700
1479
$5K ﹤0.01%
500
1480
$5K ﹤0.01%
302
1481
$5K ﹤0.01%
52
+47
1482
$5K ﹤0.01%
+66
1483
$5K ﹤0.01%
209
-776
1484
$5K ﹤0.01%
+100
1485
$5K ﹤0.01%
170
+30
1486
$5K ﹤0.01%
133
+30
1487
$5K ﹤0.01%
166
1488
$5K ﹤0.01%
394
1489
$5K ﹤0.01%
16
-158
1490
$5K ﹤0.01%
940
1491
$5K ﹤0.01%
156
1492
$5K ﹤0.01%
+37
1493
$5K ﹤0.01%
25
1494
$5K ﹤0.01%
200
-77
1495
$5K ﹤0.01%
+84
1496
$5K ﹤0.01%
198
+105
1497
$5K ﹤0.01%
96
1498
$5K ﹤0.01%
+23
1499
$5K ﹤0.01%
57
1500
$5K ﹤0.01%
250
-50
58 59
60
61 62