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
1201
$2K ﹤0.01%
+116
1202
$2K ﹤0.01%
+400
1203
$2K ﹤0.01%
+91
1204
$2K ﹤0.01%
+300
1205
$2K ﹤0.01%
+83
1206
$1K ﹤0.01%
+11
1207
$1K ﹤0.01%
+82
1208
$1K ﹤0.01%
+9
1209
$1K ﹤0.01%
+38
1210
$1K ﹤0.01%
+50
1211
$1K ﹤0.01%
+20
1212
$1K ﹤0.01%
+169
1213
$1K ﹤0.01%
+27
1214
$1K ﹤0.01%
+17
1215
$1K ﹤0.01%
+6
1216
$1K ﹤0.01%
+11
1217
– –
0
1218
$1K ﹤0.01%
+16
1219
$1K ﹤0.01%
+38
1220
$1K ﹤0.01%
+51
1221
$1K ﹤0.01%
+36
1222
$1K ﹤0.01%
+23
1223
$1K ﹤0.01%
+13
1224
$1K ﹤0.01%
+47
1225
$1K ﹤0.01%
+39
47 48
49
50 51