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
1576
$3K ﹤0.01%
34
1577
$3K ﹤0.01%
450
1578
$3K ﹤0.01%
48
-513
1579
$3K ﹤0.01%
+100
1580
$3K ﹤0.01%
92
1581
$3K ﹤0.01%
200
1582
$3K ﹤0.01%
225
+200
1583
$3K ﹤0.01%
66
1584
$3K ﹤0.01%
+100
1585
$3K ﹤0.01%
68
1586
$3K ﹤0.01%
10
1587
$3K ﹤0.01%
35
1588
$3K ﹤0.01%
56
+16
1589
$3K ﹤0.01%
+100
1590
$3K ﹤0.01%
30
1591
$3K ﹤0.01%
500
1592
$3K ﹤0.01%
37
-42
1593
$3K ﹤0.01%
100
1594
$3K ﹤0.01%
+300
1595
$3K ﹤0.01%
105
1596
$3K ﹤0.01%
+300
1597
$3K ﹤0.01%
25
1598
$3K ﹤0.01%
176
-100
1599
$2K ﹤0.01%
40
1600
$2K ﹤0.01%
+1,000
62 63
64
65 66