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
1651
$2K ﹤0.01%
+1,495
1652
$2K ﹤0.01%
+525
1653
$1K ﹤0.01%
28
1654
$1K ﹤0.01%
33
1655
$1K ﹤0.01%
26
1656
$1K ﹤0.01%
+8
1657
$1K ﹤0.01%
272
1658
$1K ﹤0.01%
15
1659
$1K ﹤0.01%
8
1660
$1K ﹤0.01%
158
1661
$1K ﹤0.01%
6
1662
$1K ﹤0.01%
+10
1663
$1K ﹤0.01%
178
1664
$1K ﹤0.01%
6
1665
$1K ﹤0.01%
18
-21
1666
$1K ﹤0.01%
+30
1667
$1K ﹤0.01%
20
1668
$1K ﹤0.01%
+25
1669
$1K ﹤0.01%
+14
1670
$1K ﹤0.01%
43
1671
$1K ﹤0.01%
22
1672
$1K ﹤0.01%
20
1673
$1K ﹤0.01%
22
1674
$1K ﹤0.01%
200
1675
$1K ﹤0.01%
14
65 66
67
68 69