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
951
$63K ﹤0.01%
1,895
-1,320
952
$62.7K ﹤0.01%
5,400
953
$61.6K ﹤0.01%
2,451
+292
954
$61.4K ﹤0.01%
1,200
955
$61.4K ﹤0.01%
535
956
$61.2K ﹤0.01%
641
-286
957
$61.1K ﹤0.01%
322
-13
958
$61K ﹤0.01%
85
+5
959
$60.6K ﹤0.01%
1,379
+3
960
$60.1K ﹤0.01%
2,715
961
$60K ﹤0.01%
1,275
962
$59.9K ﹤0.01%
718
+11
963
$59.5K ﹤0.01%
1,084
+13
964
$59.3K ﹤0.01%
1,600
965
$59.1K ﹤0.01%
4,024
+12
966
$58.8K ﹤0.01%
300
967
$58.7K ﹤0.01%
3,650
-550
968
$58.6K ﹤0.01%
+1,643
969
$58.5K ﹤0.01%
1,059
+798
970
$58.5K ﹤0.01%
+1,620
971
$58.4K ﹤0.01%
2,355
-49
972
$58.2K ﹤0.01%
564
973
$58.1K ﹤0.01%
365
974
$57.3K ﹤0.01%
1,003
975
$57.3K ﹤0.01%
2,210
+8
37 38
39
40 41