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
1726
– –
-12,430
1727
– –
0
1728
– –
0
1729
– –
0
1730
$0 ﹤0.01%
2
1731
– –
-9
1732
$0 ﹤0.01%
12
1733
$0 ﹤0.01%
21
1734
$0 ﹤0.01%
12
1735
– –
-1,500
1736
– –
-200
1737
$0 ﹤0.01%
4
1738
– –
-250
1739
$0 ﹤0.01%
105
1740
$0 ﹤0.01%
9
-10
1741
$0 ﹤0.01%
30
1742
$0 ﹤0.01%
27
1743
$0 ﹤0.01%
20
1744
– –
-750
1745
$0 ﹤0.01%
34
+1
1746
$0 ﹤0.01%
5
1747
– –
-9
1748
– –
-500
1749
– –
-50
1750
$0 ﹤0.01%
5
68 69
70
71 72