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
976
$51.5K ﹤0.01%
804
-55
977
$51.3K ﹤0.01%
482
978
$51K ﹤0.01%
1,300
979
$50.9K ﹤0.01%
+2,088
980
$50.4K ﹤0.01%
+2,000
981
$50.3K ﹤0.01%
3,392
+1,541
982
$49.8K ﹤0.01%
1,198
+12
983
$49.6K ﹤0.01%
625
+304
984
$49.6K ﹤0.01%
1,182
-2,170
985
$49.4K ﹤0.01%
318
-68
986
$49.4K ﹤0.01%
1,457
-124
987
$49.2K ﹤0.01%
200
-34
988
$49K ﹤0.01%
3,905
+1,812
989
$48.7K ﹤0.01%
1,460
990
$48.7K ﹤0.01%
721
-60
991
$48.2K ﹤0.01%
1,295
+5
992
$48.1K ﹤0.01%
1,506
-1,873
993
$48K ﹤0.01%
1,195
994
$47.9K ﹤0.01%
300
995
$47.9K ﹤0.01%
383
+3
996
$47.7K ﹤0.01%
458
+1
997
$47.6K ﹤0.01%
1,969
+1,422
998
$47.6K ﹤0.01%
687
+625
999
$47.6K ﹤0.01%
2,000
+200
1000
$47.5K ﹤0.01%
65
+49
38 39
40
41 42