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
1176
$2K ﹤0.01%
+500
1177
$2K ﹤0.01%
+100
1178
$2K ﹤0.01%
+26
1179
$2K ﹤0.01%
+41
1180
$2K ﹤0.01%
+36
1181
$2K ﹤0.01%
+135
1182
$2K ﹤0.01%
+2,512
1183
$2K ﹤0.01%
+91
1184
$2K ﹤0.01%
+1,590
1185
$2K ﹤0.01%
+30
1186
$2K ﹤0.01%
+122
1187
$2K ﹤0.01%
+153
1188
$2K ﹤0.01%
+109
1189
$2K ﹤0.01%
+74
1190
$2K ﹤0.01%
+9
1191
$2K ﹤0.01%
+73
1192
$2K ﹤0.01%
+40
1193
$2K ﹤0.01%
+108
1194
$2K ﹤0.01%
+30
1195
$2K ﹤0.01%
+50
1196
$2K ﹤0.01%
+138
1197
$2K ﹤0.01%
+7
1198
$2K ﹤0.01%
+276
1199
$2K ﹤0.01%
+75
1200
$2K ﹤0.01%
+25
46 47
48
49 50