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
1501
$5K ﹤0.01%
561
1502
$5K ﹤0.01%
109
1503
$5K ﹤0.01%
53
-60
1504
$5K ﹤0.01%
500
1505
$5K ﹤0.01%
500
-750
1506
$5K ﹤0.01%
115
1507
$5K ﹤0.01%
134
1508
$5K ﹤0.01%
133
1509
$5K ﹤0.01%
493
1510
$5K ﹤0.01%
+20
1511
$5K ﹤0.01%
+600
1512
$5K ﹤0.01%
35
1513
$5K ﹤0.01%
306
1514
$4K ﹤0.01%
52
1515
$4K ﹤0.01%
50
1516
$4K ﹤0.01%
750
1517
$4K ﹤0.01%
178
-10,740
1518
$4K ﹤0.01%
28
-125
1519
$4K ﹤0.01%
96
-62
1520
$4K ﹤0.01%
204
1521
$4K ﹤0.01%
80
1522
$4K ﹤0.01%
+60
1523
$4K ﹤0.01%
18
-32
1524
$4K ﹤0.01%
170
1525
$4K ﹤0.01%
+13
59 60
61
62 63