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
1851
$1.56K ﹤0.01%
+21
1852
$1.53K ﹤0.01%
33
1853
$1.53K ﹤0.01%
22
1854
$1.52K ﹤0.01%
300
1855
$1.52K ﹤0.01%
13
+2
1856
$1.51K ﹤0.01%
140
1857
$1.51K ﹤0.01%
10
+1
1858
$1.49K ﹤0.01%
200
1859
$1.49K ﹤0.01%
+25
1860
$1.48K ﹤0.01%
358
1861
$1.46K ﹤0.01%
107
1862
$1.46K ﹤0.01%
49
1863
$1.44K ﹤0.01%
50
1864
$1.44K ﹤0.01%
48
-85
1865
$1.43K ﹤0.01%
58
1866
$1.42K ﹤0.01%
19
-6
1867
$1.41K ﹤0.01%
48
1868
$1.38K ﹤0.01%
17
-3
1869
$1.38K ﹤0.01%
203
-588
1870
$1.37K ﹤0.01%
19
-11
1871
$1.37K ﹤0.01%
47
1872
$1.37K ﹤0.01%
+130
1873
$1.36K ﹤0.01%
113
1874
$1.35K ﹤0.01%
100
1875
$1.33K ﹤0.01%
9
-44
73 74
75
76 77