We are live on ! Find out more
AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1601
$2K ﹤0.01%
35
1602
$2K ﹤0.01%
226
1603
$2K ﹤0.01%
90
1604
$2K ﹤0.01%
100
1605
$2K ﹤0.01%
88
1606
$2K ﹤0.01%
+52
1607
$2K ﹤0.01%
64
-298
1608
$2K ﹤0.01%
+100
1609
$2K ﹤0.01%
+20
1610
$2K ﹤0.01%
30
-48
1611
$2K ﹤0.01%
+1
1612
$2K ﹤0.01%
+40
1613
$2K ﹤0.01%
1,000
1614
$2K ﹤0.01%
42
1615
$2K ﹤0.01%
67
1616
$2K ﹤0.01%
70
-40
1617
$2K ﹤0.01%
209
-50
1618
$2K ﹤0.01%
357
1619
– –
0
1620
$2K ﹤0.01%
28
-15
1621
$2K ﹤0.01%
+30
1622
$2K ﹤0.01%
14
1623
$2K ﹤0.01%
100
1624
$2K ﹤0.01%
30
-448
1625
$2K ﹤0.01%
12
63 64
65
66 67