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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
2301
– –
-64
2302
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-45
2303
– –
-9
2304
– –
-200
2305
– –
-4
2306
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-1
2307
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-3
2308
– –
-40
2309
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-48
2310
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-203
2311
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2312
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2313
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-25
2314
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-2
2315
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-13
2316
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-58
2317
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-11
2318
– –
-1,008
2319
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-8
2320
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2321
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2322
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-6
2323
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-2
2324
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2325
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-2,000
91 92
93
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