CLS Growth and Income Fund

CLS Growth and Income Fund is a registered fund series of AdvisorOne Funds (series S000010757). Net assets $299.8M as of 2021-10-31.

Profile

Advisers

Top holdings (35 reported)

Showing 15 of 35 holdings by value.

HoldingTickerValue% of fund
Fidelity Merrimack Street Trust$35.3M1176.88%
Ishares Trust$34.1M1135.96%
Invesco Exchange Traded Fund Trust II$26.6M885.79%
Schwab Strategic T$20.8M695.28%
First Tr Exchange Traded Fd Viii$20.3M676.85%
Schwab Strategic T$17.1M571.72%
Janus Detroit Street Trust$13.7M455.78%
Pimco Etf Tr$12.9M431.28%
Vanguard Asset All$10.4M347.36%
Ssga Active Etf Trust$9.6M321.51%
Ssga Active Etf Trust$9.4M314.56%
John Hancock Exchange-Traded Fund Trust$8.5M284.05%
Ishares Trust$8.5M283.92%
Schwab Strategic T$7.6M252.89%
Money Market Obligations Trust$7.1M237.64%

Net asset history

Report dateNet assets
2021-10-31$299.8M
2021-07-31$338.9M
2021-04-30$360.8M
2021-01-31$364.0M
2020-10-31$340.7M
2020-07-31$357.5M
2020-04-30$340.9M
2020-01-31$392.1M

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