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
1826
$0 ﹤0.01%
1
1827
– –
-329
1828
– –
-2,847
1829
– –
0
1830
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-117
1831
$0 ﹤0.01%
+4
1832
– –
-1,410
1833
$0 ﹤0.01%
130
1834
– –
0
1835
– –
-323
1836
$0 ﹤0.01%
18
1837
$0 ﹤0.01%
+4
1838
– –
-510
1839
– –
-263
1840
– –
-323
1841
– –
-50
1842
– –
-325
1843
– –
-24
1844
$0 ﹤0.01%
223
1845
– –
-197
1846
– –
-950
1847
– –
-200
1848
– –
-29
1849
– –
-155
1850
$0 ﹤0.01%
18
+2
72 73
74
75 76