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
1701
$1K ﹤0.01%
20
1702
$1K ﹤0.01%
34
1703
$1K ﹤0.01%
5
1704
$1K ﹤0.01%
+39
1705
$1K ﹤0.01%
159
1706
$1K ﹤0.01%
60
1707
$1K ﹤0.01%
+8
1708
$1K ﹤0.01%
5
1709
$1K ﹤0.01%
300
1710
$1K ﹤0.01%
16
1711
$1K ﹤0.01%
12
1712
$1K ﹤0.01%
+3
1713
$1K ﹤0.01%
25
-20
1714
$1K ﹤0.01%
8
1715
$1K ﹤0.01%
100
1716
$1K ﹤0.01%
+27
1717
$1K ﹤0.01%
43
1718
$1K ﹤0.01%
20
1719
$1K ﹤0.01%
22
1720
$1K ﹤0.01%
2
1721
$1K ﹤0.01%
155
1722
$1K ﹤0.01%
21
1723
$1K ﹤0.01%
3
1724
– –
-25
1725
$0 ﹤0.01%
1
67 68
69
70 71