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
1001
$52.8K ﹤0.01%
246
-101
1002
$52.4K ﹤0.01%
+1,291
1003
$52.2K ﹤0.01%
722
+50
1004
$52.1K ﹤0.01%
1,004
1005
$51.8K ﹤0.01%
696
+14
1006
$51.8K ﹤0.01%
1,080
-2,219
1007
$51.8K ﹤0.01%
1,460
1008
$51.8K ﹤0.01%
1,288
-7
1009
$51.8K ﹤0.01%
8,457
1010
$51.1K ﹤0.01%
780
1011
$51.1K ﹤0.01%
1,288
-210
1012
$51.1K ﹤0.01%
184
+36
1013
$50.8K ﹤0.01%
540
1014
$50.5K ﹤0.01%
349
1015
$50.5K ﹤0.01%
2,000
1016
$50.5K ﹤0.01%
192
-24
1017
$50.4K ﹤0.01%
292
1018
$50.1K ﹤0.01%
845
+521
1019
$50K ﹤0.01%
+655
1020
$50K ﹤0.01%
1,983
+14
1021
$50K ﹤0.01%
385
+2
1022
$49.9K ﹤0.01%
1,061
+198
1023
$49.5K ﹤0.01%
1,375
+1,345
1024
$49.4K ﹤0.01%
+1,965
1025
$49.2K ﹤0.01%
1,506
39 40
41
42 43