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
1126
$35.1K ﹤0.01%
1,099
1127
$35K ﹤0.01%
3,014
+7
1128
$34.9K ﹤0.01%
62
+1
1129
$34.7K ﹤0.01%
307
1130
$34.6K ﹤0.01%
3,083
+54
1131
$34.5K ﹤0.01%
323
-159
1132
$34.5K ﹤0.01%
+1,000
1133
$34.5K ﹤0.01%
1,034
-407
1134
$34.4K ﹤0.01%
2,122
+346
1135
$34.4K ﹤0.01%
240
1136
$34.4K ﹤0.01%
3,835
-300
1137
$34.2K ﹤0.01%
342
+26
1138
$34.2K ﹤0.01%
381
+10
1139
$33.9K ﹤0.01%
665
+300
1140
$33.9K ﹤0.01%
196
-66
1141
$33.7K ﹤0.01%
4,105
+1,723
1142
$33K ﹤0.01%
1,060
1143
$32.7K ﹤0.01%
370
-36
1144
$32.7K ﹤0.01%
325
1145
$32.7K ﹤0.01%
192
-45
1146
$32.5K ﹤0.01%
598
+3
1147
$32.4K ﹤0.01%
199
-3
1148
$32.4K ﹤0.01%
425
1149
$32.2K ﹤0.01%
336
1150
$32.2K ﹤0.01%
244
44 45
46
47 48