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
151
$2.08M 0.15%
9,149
+771
152
$1.99M 0.14%
16,742
-290
153
$1.98M 0.14%
+76,938
154
$1.97M 0.14%
6,093
+3,709
155
$1.97M 0.14%
13,397
-541
156
$1.95M 0.14%
19,333
-1,929
157
$1.93M 0.14%
33,198
-4,966
158
$1.92M 0.14%
29,920
-488
159
$1.91M 0.14%
49,413
+345
160
$1.9M 0.14%
13,409
+420
161
$1.86M 0.13%
36,804
-4,572
162
$1.83M 0.13%
8,284
-86
163
$1.83M 0.13%
26,488
-12,265
164
$1.8M 0.13%
26,025
+3,595
165
$1.8M 0.13%
35,207
+3,127
166
$1.77M 0.13%
13,377
+5,211
167
$1.75M 0.12%
4,920
+481
168
$1.73M 0.12%
12,993
-185
169
$1.72M 0.12%
6,125
+830
170
$1.7M 0.12%
13,224
-1,818
171
$1.69M 0.12%
16,380
-380
172
$1.68M 0.12%
52,985
-3,076
173
$1.67M 0.12%
6,566
+1,101
174
$1.66M 0.12%
25,193
+16,962
175
$1.59M 0.11%
13,656
-564
5 6
7
8 9