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
1101
$37.8K ﹤0.01%
436
-20
1102
$37.5K ﹤0.01%
810
+16
1103
$37.5K ﹤0.01%
760
+21
1104
$37.3K ﹤0.01%
108
1105
$37.1K ﹤0.01%
3,250
1106
$37.1K ﹤0.01%
540
1107
$37.1K ﹤0.01%
546
-2,358
1108
$36.9K ﹤0.01%
581
+130
1109
$36.7K ﹤0.01%
1,349
+405
1110
$36.7K ﹤0.01%
+850
1111
$36.7K ﹤0.01%
721
-9
1112
$36.6K ﹤0.01%
+5,291
1113
$36.3K ﹤0.01%
700
1114
$36.3K ﹤0.01%
3,189
1115
$36.2K ﹤0.01%
257
-794
1116
$36K ﹤0.01%
322
-25
1117
$35.8K ﹤0.01%
2,113
+873
1118
$35.7K ﹤0.01%
794
-1,389
1119
$35.6K ﹤0.01%
857
-177
1120
$35.6K ﹤0.01%
830
1121
$35.6K ﹤0.01%
180
1122
$35.6K ﹤0.01%
473
-19
1123
$35.5K ﹤0.01%
679
-125
1124
$35.4K ﹤0.01%
526
-519
1125
$35.3K ﹤0.01%
291
-53
43 44
45
46 47