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
926
$15K ﹤0.01%
+2,123
927
$15K ﹤0.01%
+380
928
$15K ﹤0.01%
+600
929
$15K ﹤0.01%
+800
930
$15K ﹤0.01%
+995
931
$15K ﹤0.01%
+475
932
$15K ﹤0.01%
+1,974
933
$15K ﹤0.01%
+409
934
$15K ﹤0.01%
+2,373
935
$15K ﹤0.01%
+285
936
$14K ﹤0.01%
+170
937
$14K ﹤0.01%
+80
938
$14K ﹤0.01%
+290
939
$14K ﹤0.01%
+259
940
$14K ﹤0.01%
+1,100
941
$14K ﹤0.01%
+1,560
942
$14K ﹤0.01%
+588
943
$14K ﹤0.01%
+380
944
$14K ﹤0.01%
+407
945
$14K ﹤0.01%
+447
946
$14K ﹤0.01%
+535
947
$14K ﹤0.01%
+91
948
$14K ﹤0.01%
+1,578
949
$13K ﹤0.01%
+150
950
$13K ﹤0.01%
+269
36 37
38
39 40