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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
– –
-204
1827
$0 ﹤0.01%
+1
1828
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0
1829
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-241
1830
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1831
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1832
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-3,742
1833
$0 ﹤0.01%
+16
1834
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-5
1835
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1836
$0 ﹤0.01%
3
1837
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-26
1838
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-621
1839
$0 ﹤0.01%
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1840
$0 ﹤0.01%
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1841
$0 ﹤0.01%
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1842
$0 ﹤0.01%
1
-5
1843
$0 ﹤0.01%
5
1844
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1845
$0 ﹤0.01%
+33
1846
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1847
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5
1848
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1849
$0 ﹤0.01%
39
-847
1850
– –
-63
72 73
74
75 76