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
851
$81.6K ﹤0.01%
407
+15
852
$81.5K ﹤0.01%
711
-16
853
$81.4K ﹤0.01%
282
-48
854
$81.4K ﹤0.01%
980
+3
855
$80.9K ﹤0.01%
414
+5
856
$80.7K ﹤0.01%
602
-200
857
$80.2K ﹤0.01%
894
-12,576
858
$80.1K ﹤0.01%
2,602
859
$80K ﹤0.01%
316
+314
860
$80K ﹤0.01%
4,061
861
$79.4K ﹤0.01%
650
+135
862
$79K ﹤0.01%
1,636
863
$78.8K ﹤0.01%
1,628
-314
864
$78.7K ﹤0.01%
1,388
+48
865
$78.5K ﹤0.01%
612
866
$78.2K ﹤0.01%
1,489
+9
867
$78K ﹤0.01%
480
868
$77.8K ﹤0.01%
2,500
869
$77.8K ﹤0.01%
1,629
-19
870
$77.7K ﹤0.01%
320
+308
871
$77.7K ﹤0.01%
341
-10
872
$77.6K ﹤0.01%
1,216
+208
873
$77.1K ﹤0.01%
6,650
874
$76.9K ﹤0.01%
559
-15
875
$76.6K ﹤0.01%
3,114
+2,148
33 34
35
36 37