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
$1.55B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,368
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$14M
3
+$12.7M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$12M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$10.6M

Top Sells

1
+$5.66M
2
+$4.94M
3
+$4.85M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$4.78M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.42M

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
851
$73.5K ﹤0.01%
234
-1
852
$73.4K ﹤0.01%
2,609
+10
853
$73.3K ﹤0.01%
1,480
+10
854
$73.1K ﹤0.01%
377
+3
855
$72.6K ﹤0.01%
4,081
-6,385
856
$72.6K ﹤0.01%
764
+194
857
$72.4K ﹤0.01%
819
858
$72.4K ﹤0.01%
480
859
$72.2K ﹤0.01%
612
-16
860
$72K ﹤0.01%
1,300
-3
861
$71.7K ﹤0.01%
1,600
862
$71.7K ﹤0.01%
935
-8
863
$71.5K ﹤0.01%
1,600
864
$71.4K ﹤0.01%
1,723
865
$71.2K ﹤0.01%
2,185
866
$71.2K ﹤0.01%
724
867
$71K ﹤0.01%
3,372
868
$70.9K ﹤0.01%
975
+140
869
$70.7K ﹤0.01%
1,464
-149
870
$70.5K ﹤0.01%
705
+615
871
$69.8K ﹤0.01%
515
+375
872
$69.7K ﹤0.01%
691
873
$69.7K ﹤0.01%
392
874
$69.7K ﹤0.01%
1,250
875
$69.3K ﹤0.01%
1,650
+570
33 34
35
36 37