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
1726
– –
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1727
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-8
1728
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1729
$0 ﹤0.01%
13
1730
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1731
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-100
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-9
1733
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1734
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-235
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$0 ﹤0.01%
+35
1736
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105
1737
$0 ﹤0.01%
9
-10
1738
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-840
1739
– –
-1,459
1740
$0 ﹤0.01%
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1741
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20
1743
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-750
1744
$0 ﹤0.01%
34
+1
1745
$0 ﹤0.01%
5
1746
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-9
1747
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-500
1748
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1749
– –
-3,000
1750
$0 ﹤0.01%
2
68 69
70
71 72