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
826
$86.8K ﹤0.01%
1,479
-1,474
827
$86.6K ﹤0.01%
455
828
$86.5K ﹤0.01%
1,102
+127
829
$86.4K ﹤0.01%
4,012
-359
830
$86.3K ﹤0.01%
1,473
+3
831
$86.1K ﹤0.01%
1,014
+310
832
$85.8K ﹤0.01%
1,247
+5
833
$85.6K ﹤0.01%
4,800
+4,000
834
$85.3K ﹤0.01%
950
835
$85.2K ﹤0.01%
2,480
-358
836
$85.2K ﹤0.01%
1,212
-997
837
$85K ﹤0.01%
1,995
+800
838
$85K ﹤0.01%
2,069
-750
839
$84.9K ﹤0.01%
1,945
840
$84.8K ﹤0.01%
2,141
+680
841
$84.6K ﹤0.01%
935
+4
842
$84.3K ﹤0.01%
169
-9
843
$83.8K ﹤0.01%
2,025
+662
844
$83.4K ﹤0.01%
8,334
845
$83.3K ﹤0.01%
1,823
-102
846
$83.3K ﹤0.01%
2,680
847
$82.9K ﹤0.01%
1,037
+978
848
$82.7K ﹤0.01%
3,731
+1,204
849
$82.4K ﹤0.01%
1,514
-665
850
$82.2K ﹤0.01%
1,014
+146
32 33
34
35 36