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
1151
$32K ﹤0.01%
224
1152
$32K ﹤0.01%
400
+300
1153
$31.8K ﹤0.01%
248
+27
1154
$31.8K ﹤0.01%
571
1155
$31.7K ﹤0.01%
165
-2
1156
$31.6K ﹤0.01%
486
+167
1157
$31.6K ﹤0.01%
2,610
1158
$31.4K ﹤0.01%
+400
1159
$31.3K ﹤0.01%
809
+29
1160
$31.2K ﹤0.01%
280
1161
$31K ﹤0.01%
482
+17
1162
$30.9K ﹤0.01%
577
+18
1163
$30.9K ﹤0.01%
1,600
1164
$30.7K ﹤0.01%
469
+41
1165
$30.6K ﹤0.01%
2,415
1166
$30.4K ﹤0.01%
606
1167
$30.4K ﹤0.01%
361
1168
$30.2K ﹤0.01%
677
1169
$30.2K ﹤0.01%
+171
1170
$30.2K ﹤0.01%
780
1171
$30K ﹤0.01%
500
1172
$30K ﹤0.01%
778
1173
$29.7K ﹤0.01%
237
-3
1174
$29.6K ﹤0.01%
737
-109
1175
$29.4K ﹤0.01%
176
45 46
47
48 49