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
1601
$2K ﹤0.01%
1
1602
$2K ﹤0.01%
26
1603
$2K ﹤0.01%
+25
1604
$2K ﹤0.01%
35
1605
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226
1606
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90
1607
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100
1608
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88
1609
$2K ﹤0.01%
9
-7
1610
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28
1611
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26
1612
$2K ﹤0.01%
+52
1613
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64
-298
1614
$2K ﹤0.01%
+100
1615
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21
1616
$2K ﹤0.01%
50
1617
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+18
1618
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72
-27
1619
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60
1620
$2K ﹤0.01%
+20
1621
$2K ﹤0.01%
30
-48
1622
$2K ﹤0.01%
210
1623
$2K ﹤0.01%
+50
1624
$2K ﹤0.01%
+1
1625
$2K ﹤0.01%
+40
63 64
65
66 67