AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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
+$12.5M
3
+$7.48M
4
BND icon
Vanguard Total Bond Market
BND
+$7.46M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.84M

Top Sells

1
+$3.91M
2
+$2.09M
3
+$1.88M
4
MFIC icon
MidCap Financial Investment
MFIC
+$1.72M
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$1.51M

Sector Composition

1 Technology 8.05%
2 Financials 3.64%
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
ONB icon
876
Old National Bancorp
ONB
$8.97B
$76.6K ﹤0.01%
3,488
KBWP icon
877
Invesco KBW Property & Casualty Insurance ETF
KBWP
$422M
$76.4K ﹤0.01%
618
+2
BSCQ icon
878
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.28B
$76.1K ﹤0.01%
3,892
MP icon
879
MP Materials
MP
$9.44B
$76.1K ﹤0.01%
1,134
+328
PJUN icon
880
Innovator US Equity Power Buffer ETF June
PJUN
$716M
$76K ﹤0.01%
1,848
BAI
881
iShares A.I. Innovation and Tech Active ETF
BAI
$7.86B
$75.6K ﹤0.01%
2,213
+1,318
IGM icon
882
iShares Expanded Tech Sector ETF
IGM
$8.75B
$75.6K ﹤0.01%
600
EMXC icon
883
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.2B
$75.5K ﹤0.01%
1,118
-53
WDI
884
Western Asset Diversified Income Fund
WDI
$732M
$75.4K ﹤0.01%
5,129
+1,737
KIO
885
KKR Income Opportunities Fund
KIO
$474M
$75.1K ﹤0.01%
5,962
+2,057
CSL icon
886
Carlisle Companies
CSL
$13.8B
$75K ﹤0.01%
228
HWM icon
887
Howmet Aerospace
HWM
$79.4B
$75K ﹤0.01%
382
+154
DWLD icon
888
Davis Select Worldwide ETF
DWLD
$507M
$74.9K ﹤0.01%
1,657
-66
SNA icon
889
Snap-on
SNA
$18.3B
$74.5K ﹤0.01%
215
-37
MTB icon
890
M&T Bank
MTB
$31.3B
$74.5K ﹤0.01%
377
OPPJ
891
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$122M
$74.4K ﹤0.01%
1,786
ADM icon
892
Archer Daniels Midland
ADM
$28.9B
$73.9K ﹤0.01%
1,237
+63
QQQE icon
893
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
$73.6K ﹤0.01%
724
HSBC icon
894
HSBC
HSBC
$258B
$73.5K ﹤0.01%
1,036
VG
895
Venture Global Inc
VG
$14.5B
$73.4K ﹤0.01%
5,175
+3,350
GNR icon
896
SPDR S&P Global Natural Resources ETF
GNR
$3.74B
$72.5K ﹤0.01%
1,225
-19
SPHY icon
897
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.2B
$72K ﹤0.01%
3,007
-528
DHI icon
898
D.R. Horton
DHI
$45.5B
$71.9K ﹤0.01%
424
-371
PIO icon
899
Invesco Global Water ETF
PIO
$273M
$71.8K ﹤0.01%
1,600
SHYG icon
900
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.87B
$71.7K ﹤0.01%
1,655
+139
34 35
36
37 38