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
1201
$23.6K ﹤0.01%
711
1202
$23.6K ﹤0.01%
555
-200
1203
$23.4K ﹤0.01%
529
+1
1204
$23.2K ﹤0.01%
1,782
-598
1205
$23.2K ﹤0.01%
3,343
+1,077
1206
$23.1K ﹤0.01%
944
-47
1207
$23.1K ﹤0.01%
806
1208
$23.1K ﹤0.01%
95
+63
1209
$22.9K ﹤0.01%
495
1210
$22.8K ﹤0.01%
81
-34
1211
$22.8K ﹤0.01%
929
1212
$22.8K ﹤0.01%
475
+225
1213
$22.7K ﹤0.01%
371
+270
1214
$22.7K ﹤0.01%
2,673
+64
1215
$22.2K ﹤0.01%
780
1216
$22.1K ﹤0.01%
473
+405
1217
$21.9K ﹤0.01%
1,885
1218
$21.9K ﹤0.01%
848
-14
1219
$21.9K ﹤0.01%
330
-248
1220
$21.8K ﹤0.01%
2,201
1221
$21.7K ﹤0.01%
5,400
+600
1222
$21.5K ﹤0.01%
102
1223
$21.5K ﹤0.01%
911
1224
$21.5K ﹤0.01%
361
-13
1225
$21.3K ﹤0.01%
148
+109
47 48
49
50 51