AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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%
+150
877
$19K ﹤0.01%
+900
878
$19K ﹤0.01%
+789
879
$19K ﹤0.01%
+928
880
$18K ﹤0.01%
+630
881
$18K ﹤0.01%
+230
882
$18K ﹤0.01%
+276
883
$18K ﹤0.01%
+107
884
$18K ﹤0.01%
+2,735
885
$18K ﹤0.01%
+268
886
$18K ﹤0.01%
+441
887
$18K ﹤0.01%
+107
888
$18K ﹤0.01%
+104
889
$18K ﹤0.01%
+555
890
$18K ﹤0.01%
+272
891
$18K ﹤0.01%
+821
892
$18K ﹤0.01%
+710
893
$18K ﹤0.01%
+306
894
$17K ﹤0.01%
+250
895
$17K ﹤0.01%
+300
896
$17K ﹤0.01%
+839
897
$17K ﹤0.01%
+1,967
898
$17K ﹤0.01%
+362
899
$17K ﹤0.01%
+1,988
900
$17K ﹤0.01%
+1,201
34 35
36
37 38