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
1101
$5K ﹤0.01%
+172
1102
$5K ﹤0.01%
+202
1103
$5K ﹤0.01%
+50
1104
$5K ﹤0.01%
+32
1105
$5K ﹤0.01%
+300
1106
$5K ﹤0.01%
+57
1107
$5K ﹤0.01%
+3
1108
$5K ﹤0.01%
+1
1109
$5K ﹤0.01%
+56
1110
$5K ﹤0.01%
+75
1111
$5K ﹤0.01%
+140
1112
$5K ﹤0.01%
+142
1113
$5K ﹤0.01%
+45
1114
$5K ﹤0.01%
+475
1115
$5K ﹤0.01%
+180
1116
$5K ﹤0.01%
+140
1117
$5K ﹤0.01%
+42
1118
$4K ﹤0.01%
+77
1119
$4K ﹤0.01%
+7
1120
$4K ﹤0.01%
+100
1121
$4K ﹤0.01%
+80
1122
$4K ﹤0.01%
+62
1123
$4K ﹤0.01%
+100
1124
$4K ﹤0.01%
+238
1125
$4K ﹤0.01%
+227
43 44
45
46 47