AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,368
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$14.2M
3
+$13.7M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$12.6M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$11.1M

Top Sells

1
+$6.02M
2
+$5.38M
3
+$5M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.98M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.73M

Sector Composition

1 Technology 7.57%
2 Financials 4.17%
3 Industrials 3.63%
4 Healthcare 2.77%
5 Consumer Discretionary 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$306K 0.02%
5,313
+90
477
$301K 0.02%
3,021
-34
478
$300K 0.02%
374
+32
479
$299K 0.02%
971
-9
480
$298K 0.02%
6,133
+1,060
481
$296K 0.02%
2,222
-167
482
$295K 0.02%
1,193
+164
483
$291K 0.02%
1,295
484
$290K 0.02%
7,563
485
$288K 0.02%
4,602
-274
486
$288K 0.02%
9,611
-3,197
487
$288K 0.02%
2,328
+7
488
$287K 0.02%
9,550
489
$285K 0.02%
5,792
+1,413
490
$284K 0.02%
1,194
-15
491
$282K 0.02%
1,790
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$282K 0.02%
4,094
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493
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2,110
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494
$278K 0.02%
1,689
+185
495
$278K 0.02%
3,034
-93
496
$276K 0.02%
3,408
-1,952
497
$275K 0.02%
1,095
-6
498
$273K 0.02%
18,636
+2,000
499
$270K 0.02%
6,234
+1,159
500
$269K 0.02%
4,758
+25
18 19
20
21 22