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
$658M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,309
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$25.7M
3
+$25.7M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$25.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.12%
2 Industrials 5.47%
3 Technology 5.01%
4 Financials 4.15%
5 Consumer Staples 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$19K ﹤0.01%
+467
877
$19K ﹤0.01%
+260
878
$19K ﹤0.01%
+165
879
$19K ﹤0.01%
+928
880
$18K ﹤0.01%
+230
881
$18K ﹤0.01%
+276
882
$18K ﹤0.01%
+107
883
$18K ﹤0.01%
+2,735
884
$18K ﹤0.01%
+268
885
$18K ﹤0.01%
+441
886
$18K ﹤0.01%
+107
887
$18K ﹤0.01%
+104
888
$18K ﹤0.01%
+555
889
$18K ﹤0.01%
+272
890
$18K ﹤0.01%
+630
891
$18K ﹤0.01%
+821
892
$18K ﹤0.01%
+710
893
$18K ﹤0.01%
+306
894
$17K ﹤0.01%
+1,988
895
$17K ﹤0.01%
+175
896
$17K ﹤0.01%
+250
897
$17K ﹤0.01%
+300
898
$17K ﹤0.01%
+839
899
$17K ﹤0.01%
+1,967
900
$17K ﹤0.01%
+362
34 35
36
37 38