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
1101
$34.3K ﹤0.01%
621
+20
1102
$34.2K ﹤0.01%
1,264
-172
1103
$34.2K ﹤0.01%
180
1104
$34.1K ﹤0.01%
371
+5
1105
$33.9K ﹤0.01%
2,332
+6
1106
$33.7K ﹤0.01%
307
-1
1107
$33.7K ﹤0.01%
492
+335
1108
$33.3K ﹤0.01%
3,029
+2,012
1109
$33.2K ﹤0.01%
500
1110
$33.1K ﹤0.01%
167
+2
1111
$33.1K ﹤0.01%
207
-320
1112
$33.1K ﹤0.01%
108
-1
1113
$33.1K ﹤0.01%
846
-135
1114
$33K ﹤0.01%
804
-73
1115
$32.8K ﹤0.01%
+182
1116
$32.2K ﹤0.01%
176
-7
1117
$32.2K ﹤0.01%
+828
1118
$32.1K ﹤0.01%
61
-14
1119
$32K ﹤0.01%
1,719
1120
$31.9K ﹤0.01%
237
+1
1121
$31.8K ﹤0.01%
1,554
+63
1122
$31.7K ﹤0.01%
2,476
+1,887
1123
$31.7K ﹤0.01%
114
+37
1124
$31.6K ﹤0.01%
2,665
+165
1125
$31.5K ﹤0.01%
959
43 44
45
46 47