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
1051
$8K ﹤0.01%
+132
1052
$7K ﹤0.01%
+253
1053
$7K ﹤0.01%
+146
1054
$7K ﹤0.01%
+900
1055
$7K ﹤0.01%
+2,025
1056
$7K ﹤0.01%
+1,000
1057
$7K ﹤0.01%
+7
1058
$7K ﹤0.01%
+140
1059
$7K ﹤0.01%
+535
1060
$7K ﹤0.01%
+3,180
1061
$7K ﹤0.01%
+139
1062
$7K ﹤0.01%
+60
1063
$7K ﹤0.01%
+150
1064
$7K ﹤0.01%
+103
1065
$7K ﹤0.01%
+6,866
1066
$7K ﹤0.01%
+140
1067
$7K ﹤0.01%
+100
1068
$7K ﹤0.01%
+970
1069
$7K ﹤0.01%
+105
1070
$7K ﹤0.01%
+544
1071
$7K ﹤0.01%
+398
1072
$7K ﹤0.01%
+61
1073
$7K ﹤0.01%
+144
1074
$7K ﹤0.01%
+105
1075
$7K ﹤0.01%
+263
41 42
43
44 45