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
1776
$0 ﹤0.01%
130
1777
– –
0
1778
– –
-323
1779
$0 ﹤0.01%
18
1780
$0 ﹤0.01%
+4
1781
– –
-510
1782
– –
-263
1783
– –
-323
1784
– –
-50
1785
– –
-325
1786
– –
-24
1787
$0 ﹤0.01%
223
1788
– –
-197
1789
– –
-950
1790
– –
-200
1791
– –
-29
1792
– –
-155
1793
$0 ﹤0.01%
2
+1
1794
$0 ﹤0.01%
9
1795
– –
-2
1796
$0 ﹤0.01%
10
1797
– –
-100
1798
$0 ﹤0.01%
5
1799
$0 ﹤0.01%
5
1800
– –
0
70 71
72
73 74