AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 5%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
– –
-9
1727
$0 ﹤0.01%
5
1728
$0 ﹤0.01%
34
+1
1729
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-750
1730
$0 ﹤0.01%
20
1731
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27
1732
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1733
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-1,459
1734
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-840
1735
$0 ﹤0.01%
9
-10
1736
$0 ﹤0.01%
105
1737
$0 ﹤0.01%
+35
1738
– –
-235
1739
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1740
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1741
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1742
$0 ﹤0.01%
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1743
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13
1744
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-10
1745
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-8
1746
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-901
1747
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-250
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$0 ﹤0.01%
4
68 69
70
71 72