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
926
$66.5K ﹤0.01%
1,378
927
$66.5K ﹤0.01%
503
+317
928
$66.5K ﹤0.01%
747
929
$66.3K ﹤0.01%
595
+2
930
$66.1K ﹤0.01%
2,331
931
$65.8K ﹤0.01%
1,858
+58
932
$65.7K ﹤0.01%
234
933
$65.7K ﹤0.01%
1,107
-596
934
$65.6K ﹤0.01%
1,757
+5
935
$65.6K ﹤0.01%
110
936
$65.5K ﹤0.01%
745
937
$64.8K ﹤0.01%
+1,000
938
$64.5K ﹤0.01%
2,056
+12
939
$64.4K ﹤0.01%
1,590
940
$64.2K ﹤0.01%
1,000
941
$64.2K ﹤0.01%
1,832
+33
942
$64.2K ﹤0.01%
1,650
943
$64.2K ﹤0.01%
1,448
+7
944
$64.1K ﹤0.01%
764
+18
945
$64K ﹤0.01%
1,225
+52
946
$63.4K ﹤0.01%
2,205
-550
947
$63.4K ﹤0.01%
435
-31
948
$63.1K ﹤0.01%
1,765
949
$63.1K ﹤0.01%
399
+10
950
$63.1K ﹤0.01%
1,887
36 37
38
39 40