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
1676
$1K ﹤0.01%
55
1677
$1K ﹤0.01%
85
1678
$1K ﹤0.01%
51
1679
$1K ﹤0.01%
29
1680
$1K ﹤0.01%
15
1681
$1K ﹤0.01%
+60
1682
$1K ﹤0.01%
47
1683
$1K ﹤0.01%
9
1684
$1K ﹤0.01%
39
-800
1685
$1K ﹤0.01%
+75
1686
$1K ﹤0.01%
14
-30
1687
$1K ﹤0.01%
30
1688
$1K ﹤0.01%
11
1689
$1K ﹤0.01%
8
1690
$1K ﹤0.01%
62
1691
$1K ﹤0.01%
70
1692
$1K ﹤0.01%
15
1693
$1K ﹤0.01%
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1694
$1K ﹤0.01%
13
1695
$1K ﹤0.01%
7
1696
$1K ﹤0.01%
20
1697
$1K ﹤0.01%
+20
1698
$1K ﹤0.01%
10
1699
$1K ﹤0.01%
9
1700
$1K ﹤0.01%
15
66 67
68
69 70