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
1701
$1K ﹤0.01%
+17
1702
$1K ﹤0.01%
+53
1703
$1K ﹤0.01%
+24
1704
$1K ﹤0.01%
20
1705
$1K ﹤0.01%
34
1706
$1K ﹤0.01%
5
1707
$1K ﹤0.01%
+39
1708
$1K ﹤0.01%
2
1709
$1K ﹤0.01%
155
1710
$1K ﹤0.01%
21
1711
$1K ﹤0.01%
3
1712
$1K ﹤0.01%
159
1713
$1K ﹤0.01%
34
1714
$1K ﹤0.01%
60
1715
$1K ﹤0.01%
5
1716
$1K ﹤0.01%
300
1717
$1K ﹤0.01%
16
1718
$1K ﹤0.01%
12
1719
$1K ﹤0.01%
+3
1720
$1K ﹤0.01%
25
-20
1721
$1K ﹤0.01%
8
1722
$1K ﹤0.01%
100
1723
$1K ﹤0.01%
+27
1724
– –
-6
1725
– –
-10
67 68
69
70 71