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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
1751
$0 ﹤0.01%
5
1752
$0 ﹤0.01%
9
-357
1753
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-840
1754
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62
1755
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-3,000
1756
$0 ﹤0.01%
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1757
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1758
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1759
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2
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3
1761
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$0 ﹤0.01%
1
1763
– –
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1764
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1765
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0
1766
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1767
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1768
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1769
$0 ﹤0.01%
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1770
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18
1773
$0 ﹤0.01%
+4
1774
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-510
1775
– –
-263
69 70
71
72 73