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
201
$1.31M 0.09%
108,733
-497
202
$1.3M 0.09%
13,596
+4,537
203
$1.3M 0.09%
33,162
+404
204
$1.29M 0.09%
14,925
-1,022
205
$1.28M 0.09%
44,800
+600
206
$1.27M 0.09%
16,950
207
$1.27M 0.09%
33,428
+821
208
$1.27M 0.09%
+49,672
209
$1.26M 0.09%
7,410
-184
210
$1.26M 0.09%
98,628
-4,400
211
$1.26M 0.09%
62,333
+1,600
212
$1.25M 0.09%
3,544
+464
213
$1.24M 0.09%
5,102
+17
214
$1.24M 0.09%
23,159
-8
215
$1.24M 0.09%
10,493
+133
216
$1.23M 0.09%
52,785
+3,861
217
$1.22M 0.09%
81,340
+2,538
218
$1.21M 0.09%
22,889
-16,814
219
$1.2M 0.09%
18,939
+886
220
$1.2M 0.09%
17,989
+17,983
221
$1.19M 0.09%
9,053
+6,178
222
$1.17M 0.08%
9,732
+1,524
223
$1.16M 0.08%
19,217
+14,701
224
$1.16M 0.08%
17,032
+312
225
$1.15M 0.08%
21,990
+100
7 8
9
10 11