AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1751
– –
-20
1752
$0 ﹤0.01%
1
1753
– –
-100
1754
$0 ﹤0.01%
59
1755
– –
-432
1756
$0 ﹤0.01%
2
1757
$0 ﹤0.01%
+4
1758
– –
-510
1759
– –
-263
1760
– –
-323
1761
– –
-50
1762
– –
-325
1763
– –
-24
1764
$0 ﹤0.01%
223
1765
– –
-197
1766
– –
-950
1767
– –
-29
1768
$0 ﹤0.01%
9
1769
– –
-324
1770
$0 ﹤0.01%
5
1771
– –
0
1772
– –
-6,500
1773
– –
-10
1774
– –
-12
1775
– –
-190
69 70
71
72 73