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
$1.77B
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,322
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$7.47M
4
BND icon
Vanguard Total Bond Market
BND
+$7.38M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.83M

Top Sells

1
+$3.9M
2
+$2.28M
3
+$2.01M
4
MFIC icon
MidCap Financial Investment
MFIC
+$1.83M
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$1.49M

Sector Composition

1 Technology 8.03%
2 Financials 3.66%
3 Industrials 3.39%
4 Healthcare 2.61%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$95K 0.01%
2,132
+25
802
$94.1K 0.01%
3,483
-41
803
$93.7K 0.01%
2,241
+21
804
$93.6K 0.01%
6,270
-1,947
805
$92.9K 0.01%
520
-10
806
$92.8K 0.01%
62
-1
807
$92.7K 0.01%
827
+171
808
$92.4K 0.01%
517
+310
809
$92.1K 0.01%
236
810
$92K 0.01%
4,250
811
$91.6K 0.01%
411
-10
812
$91.3K 0.01%
620
+35
813
$91.2K 0.01%
2,571
814
$90.4K 0.01%
+2,870
815
$90.4K 0.01%
919
+155
816
$90.1K 0.01%
3,175
817
$89.7K 0.01%
1,056
-1
818
$89.6K 0.01%
1,300
819
$89.4K 0.01%
745
820
$89.3K 0.01%
691
821
$89K 0.01%
536
822
$88.1K 0.01%
2,326
+11
823
$88K 0.01%
1,181
-492
824
$87.6K 0.01%
322
825
$87.1K ﹤0.01%
487
31 32
33
34 35