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
976
$57.2K ﹤0.01%
1,013
+985
977
$57.1K ﹤0.01%
62
-3
978
$56.6K ﹤0.01%
405
+5
979
$56.4K ﹤0.01%
2,336
+4
980
$56.2K ﹤0.01%
201
-20
981
$55.9K ﹤0.01%
200
982
$55.4K ﹤0.01%
990
-100
983
$55.3K ﹤0.01%
1,658
+11
984
$55.3K ﹤0.01%
418
985
$55.2K ﹤0.01%
673
-79
986
$55K ﹤0.01%
2,924
987
$54.9K ﹤0.01%
129
+103
988
$54.8K ﹤0.01%
700
989
$54.7K ﹤0.01%
6,097
+15
990
$54.6K ﹤0.01%
4,515
+3,585
991
$54.4K ﹤0.01%
1,570
992
$54.1K ﹤0.01%
825
993
$53.7K ﹤0.01%
917
+34
994
$53.5K ﹤0.01%
805
+1
995
$53.4K ﹤0.01%
1,909
+17
996
$53.3K ﹤0.01%
650
+100
997
$53.3K ﹤0.01%
318
998
$53.1K ﹤0.01%
3,051
-4,187
999
$52.9K ﹤0.01%
1,300
1000
$52.9K ﹤0.01%
1,189
+386
38 39
40
41 42