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
176
$1.56M 0.11%
9,701
+8,433
177
$1.55M 0.11%
23,295
+8,050
178
$1.53M 0.11%
19,552
-3,312
179
$1.53M 0.11%
115,124
+15,758
180
$1.5M 0.11%
12,952
+240
181
$1.5M 0.11%
50,560
-4,160
182
$1.5M 0.11%
11,587
+160
183
$1.47M 0.1%
15,031
+412
184
$1.47M 0.1%
7,795
-2,004
185
$1.47M 0.1%
85,134
-3,579
186
$1.46M 0.1%
27,990
-2,340
187
$1.44M 0.1%
27,752
+54
188
$1.43M 0.1%
12,116
+202
189
$1.43M 0.1%
22,397
+10,122
190
$1.41M 0.1%
18,273
+2,553
191
$1.41M 0.1%
13,801
-2,181
192
$1.39M 0.1%
2,625
193
$1.39M 0.1%
6,788
+791
194
$1.38M 0.1%
56,296
+3,949
195
$1.37M 0.1%
26,746
-313
196
$1.35M 0.1%
1,794
+105
197
$1.33M 0.09%
49,662
-2,840
198
$1.32M 0.09%
5,385
-162
199
$1.32M 0.09%
10,376
-866
200
$1.32M 0.09%
17,489
+2,633
6 7
8
9 10