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
1501
$5K ﹤0.01%
+66
1502
$5K ﹤0.01%
209
-776
1503
$5K ﹤0.01%
133
+30
1504
$5K ﹤0.01%
500
1505
$5K ﹤0.01%
940
1506
$5K ﹤0.01%
156
1507
$5K ﹤0.01%
+37
1508
$5K ﹤0.01%
25
1509
$5K ﹤0.01%
200
-77
1510
$5K ﹤0.01%
+84
1511
$5K ﹤0.01%
306
1512
$5K ﹤0.01%
302
1513
$5K ﹤0.01%
96
1514
$4K ﹤0.01%
+13
1515
$4K ﹤0.01%
47
1516
$4K ﹤0.01%
+160
1517
$4K ﹤0.01%
+90
1518
$4K ﹤0.01%
38
1519
$4K ﹤0.01%
+100
1520
$4K ﹤0.01%
54
+50
1521
$4K ﹤0.01%
737
1522
$4K ﹤0.01%
546
1523
$4K ﹤0.01%
527
+27
1524
$4K ﹤0.01%
12
+1
1525
$4K ﹤0.01%
+700
59 60
61
62 63