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
1826
$0 ﹤0.01%
1
1827
– –
-12,430
1828
– –
-201
1829
– –
0
1830
$0 ﹤0.01%
10
1831
– –
0
1832
– –
-5
1833
– –
-8
1834
– –
-599
1835
– –
-50
1836
– –
0
1837
– –
-500
1838
– –
-14
1839
$0 ﹤0.01%
5
1840
$0 ﹤0.01%
4
-350
1841
– –
-204
1842
$0 ﹤0.01%
+1
1843
– –
0
1844
– –
-241
1845
– –
-338
1846
– –
0
1847
– –
-3,742
1848
$0 ﹤0.01%
+16
1849
– –
-5
1850
– –
-57
72 73
74
75 76