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
901
$71.6K ﹤0.01%
1,577
902
$71.6K ﹤0.01%
1,685
903
$71.3K ﹤0.01%
184
904
$71.3K ﹤0.01%
263
905
$71.3K ﹤0.01%
1,250
906
$71.2K ﹤0.01%
1,075
+185
907
$71K ﹤0.01%
2,160
+325
908
$71K ﹤0.01%
1,436
-166
909
$70.6K ﹤0.01%
2,000
910
$70.2K ﹤0.01%
1,487
-163
911
$70.1K ﹤0.01%
673
912
$69.6K ﹤0.01%
1,500
-100
913
$69.1K ﹤0.01%
143
914
$68.9K ﹤0.01%
819
915
$68.6K ﹤0.01%
935
916
$68.4K ﹤0.01%
980
+225
917
$68.3K ﹤0.01%
818
-102
918
$68.3K ﹤0.01%
3,499
+10
919
$68K ﹤0.01%
341
+2
920
$67.7K ﹤0.01%
544
-50
921
$67.4K ﹤0.01%
1,234
+34
922
$66.7K ﹤0.01%
3,409
+37
923
$66.7K ﹤0.01%
187
-1
924
$66.7K ﹤0.01%
1,621
925
$66.6K ﹤0.01%
10,077
+4,104
35 36
37
38 39