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
1126
– –
0
1127
$4K ﹤0.01%
+60
1128
$4K ﹤0.01%
+300
1129
$4K ﹤0.01%
+200
1130
$4K ﹤0.01%
+300
1131
$4K ﹤0.01%
+500
1132
$4K ﹤0.01%
+50
1133
$4K ﹤0.01%
+178
1134
$4K ﹤0.01%
+120
1135
$4K ﹤0.01%
+80
1136
$4K ﹤0.01%
+57
1137
$4K ﹤0.01%
+21
1138
$4K ﹤0.01%
+99
1139
$4K ﹤0.01%
+41
1140
$3K ﹤0.01%
+25
1141
$3K ﹤0.01%
+39
1142
$3K ﹤0.01%
+138
1143
$3K ﹤0.01%
+569
1144
$3K ﹤0.01%
+400
1145
$3K ﹤0.01%
+59
1146
$3K ﹤0.01%
+250
1147
$3K ﹤0.01%
+40
1148
$3K ﹤0.01%
+50
1149
$3K ﹤0.01%
+100
1150
$3K ﹤0.01%
+13
44 45
46
47 48