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
876
$76.6K ﹤0.01%
3,488
877
$76.4K ﹤0.01%
618
+2
878
$76.1K ﹤0.01%
3,892
879
$76.1K ﹤0.01%
1,134
+328
880
$76K ﹤0.01%
1,848
881
$75.6K ﹤0.01%
2,213
+1,318
882
$75.6K ﹤0.01%
600
883
$75.5K ﹤0.01%
1,118
-53
884
$75.4K ﹤0.01%
5,129
+1,737
885
$75.1K ﹤0.01%
5,962
+2,057
886
$75K ﹤0.01%
228
887
$75K ﹤0.01%
382
+154
888
$74.9K ﹤0.01%
1,657
-66
889
$74.5K ﹤0.01%
215
-37
890
$74.5K ﹤0.01%
377
891
$74.4K ﹤0.01%
1,786
892
$73.9K ﹤0.01%
1,237
+63
893
$73.6K ﹤0.01%
724
894
$73.5K ﹤0.01%
1,036
895
$73.4K ﹤0.01%
5,175
+3,350
896
$72.5K ﹤0.01%
1,225
-19
897
$72K ﹤0.01%
3,007
-528
898
$71.9K ﹤0.01%
424
-371
899
$71.8K ﹤0.01%
1,600
900
$71.7K ﹤0.01%
1,655
+139
34 35
36
37 38