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
1551
$4K ﹤0.01%
+348
1552
$4K ﹤0.01%
+363
1553
$4K ﹤0.01%
59
1554
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126
1555
$4K ﹤0.01%
250
1556
$3K ﹤0.01%
25
1557
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+100
1558
$3K ﹤0.01%
2
1559
$3K ﹤0.01%
340
-5,329
1560
$3K ﹤0.01%
100
1561
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52
1562
$3K ﹤0.01%
285
-167
1563
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30
1564
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50
1565
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191
1566
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200
1567
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100
1568
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1569
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69
-203
1570
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14
+10
1571
$3K ﹤0.01%
30
1572
$3K ﹤0.01%
+75
1573
$3K ﹤0.01%
+87
1574
$3K ﹤0.01%
199
-253
1575
$3K ﹤0.01%
179
61 62
63
64 65