AdvisorOne Funds

AdvisorOne Funds (CIK 1029068) is an SEC-registered fund company with 6 reporting fund series and $1.1B in net assets as of 2021-10-31.

Registrant

Fund series (6)

SeriesNet assets
CLS Global Diversified Equity Fund$342.9M
CLS Growth and Income Fund$299.8M
CLS Flexible Income Fund$140.2M
CLS Global Aggressive Equity Fund$137.8M
CLS Shelter Fund$129.6M
CLS Strategic Global Equity Fund$28K

Largest reported holdings (across all series)

HoldingValue
Invesco Exchange Traded Fund Trust II$39.8M
Davis Fundamental Etf Tr$36.4M
Fidelity Covington Trust$32.4M
Schwab Strategic T$26.1M
Invesco Db Commodty Indx Trackng Fd$24.8M
Wisdomtree Trust$23.6M
First Trust Exchange-Traded Fund II$22.0M
Goldman Sachs Etf Trust$19.2M
Pimco Equity Ser$15.4M
Flexshares Trust$12.9M
Money Market Obligations Trust$12.5M
Invesco Exchange Traded Fund Trust II$11.7M
Ishares Trust$11.6M
Direxion Shares ETF Trust$8.4M
Davis Fundamental Etf Tr$7.4M

More