AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$15.1M
2
+$10.1M
3
+$8.44M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$8.01M
5
VT icon
Vanguard Total World Stock ETF
VT
+$7.9M

Top Sells

1
+$7.51M
2
+$2.57M
3
+$2.2M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.97M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.91M

Sector Composition

1 Technology 7.4%
2 Healthcare 5.6%
3 Industrials 5.41%
4 Financials 5%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$6K ﹤0.01%
64
1477
$6K ﹤0.01%
+59
1478
$6K ﹤0.01%
304
1479
$5K ﹤0.01%
+100
1480
$5K ﹤0.01%
52
+47
1481
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170
+30
1482
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166
1483
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394
1484
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16
-158
1485
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198
+105
1486
$5K ﹤0.01%
+23
1487
$5K ﹤0.01%
57
1488
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250
-50
1489
$5K ﹤0.01%
561
1490
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109
1491
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53
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1492
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1493
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500
-750
1494
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115
1495
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1496
$5K ﹤0.01%
133
1497
$5K ﹤0.01%
493
1498
$5K ﹤0.01%
+20
1499
$5K ﹤0.01%
+600
1500
$5K ﹤0.01%
35
58 59
60
61 62