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
1151
$3K ﹤0.01%
+65
1152
$3K ﹤0.01%
+295
1153
$3K ﹤0.01%
+100
1154
$3K ﹤0.01%
+105
1155
$3K ﹤0.01%
+47
1156
$3K ﹤0.01%
+100
1157
$3K ﹤0.01%
+99
1158
$3K ﹤0.01%
+700
1159
$3K ﹤0.01%
+86
1160
$3K ﹤0.01%
+160
1161
$3K ﹤0.01%
+21
1162
$3K ﹤0.01%
+55
1163
$3K ﹤0.01%
+115
1164
$3K ﹤0.01%
+23
1165
$2K ﹤0.01%
+360
1166
$2K ﹤0.01%
+125
1167
$2K ﹤0.01%
+38
1168
$2K ﹤0.01%
+23
1169
$2K ﹤0.01%
+35
1170
$2K ﹤0.01%
+18
1171
$2K ﹤0.01%
+51
1172
$2K ﹤0.01%
+26
1173
$2K ﹤0.01%
+588
1174
$2K ﹤0.01%
+24
1175
$2K ﹤0.01%
+15
45 46
47
48 49