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
1801
$0 ﹤0.01%
5
1802
– –
-9
1803
– –
-500
1804
– –
-401
1805
– –
-1,548
1806
– –
-12
1807
$0 ﹤0.01%
3
1808
$0 ﹤0.01%
6
1809
$0 ﹤0.01%
1
1810
– –
-329
1811
– –
-2,847
1812
– –
0
1813
– –
-117
1814
$0 ﹤0.01%
+4
1815
– –
-1,410
1816
$0 ﹤0.01%
130
1817
– –
0
1818
– –
-323
1819
$0 ﹤0.01%
18
1820
– –
-200
1821
– –
-155
1822
$0 ﹤0.01%
18
+2
1823
– –
-2
1824
$0 ﹤0.01%
10
1825
– –
-100
71 72
73
74 75