AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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 4.96%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
– –
-8
1827
$0 ﹤0.01%
22
1828
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-10
1829
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-599
1830
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-50
1831
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1832
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-500
1833
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-14
1834
$0 ﹤0.01%
5
1835
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4
-350
1836
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-204
1837
$0 ﹤0.01%
+1
1838
– –
0
1839
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-241
1840
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-338
1841
– –
0
1842
– –
-3,742
1843
$0 ﹤0.01%
+16
1844
– –
-5
1845
– –
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1846
$0 ﹤0.01%
3
1847
– –
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1848
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-621
1849
$0 ﹤0.01%
27
1850
$0 ﹤0.01%
9
72 73
74
75 76