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
1801
– –
0
1802
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0
1803
$0 ﹤0.01%
2
1804
– –
-9
1805
$0 ﹤0.01%
12
1806
$0 ﹤0.01%
21
1807
– –
-63
1808
– –
-100
1809
$0 ﹤0.01%
15
1810
$0 ﹤0.01%
62
1811
– –
-1,833
1812
– –
-14
1813
$0 ﹤0.01%
+10
1814
– –
-3,000
1815
$0 ﹤0.01%
2
1816
– –
-20
1817
$0 ﹤0.01%
1
1818
– –
-100
1819
– –
-1,548
1820
– –
-12
1821
$0 ﹤0.01%
59
1822
– –
-432
1823
$0 ﹤0.01%
2
1824
$0 ﹤0.01%
3
1825
$0 ﹤0.01%
6
71 72
73
74 75