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
1626
$2K ﹤0.01%
1,000
1627
$2K ﹤0.01%
42
1628
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67
1629
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70
-40
1630
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209
-50
1631
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+6
1632
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45
-22
1633
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357
1634
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44
-2
1635
– –
0
1636
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28
-15
1637
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+30
1638
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14
1639
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100
1640
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30
-448
1641
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12
1642
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39
1643
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+1
1644
– –
0
1645
$2K ﹤0.01%
54
1646
$2K ﹤0.01%
300
1647
$2K ﹤0.01%
+57
1648
$2K ﹤0.01%
105
1649
$2K ﹤0.01%
200
1650
$2K ﹤0.01%
181
64 65
66
67 68