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
1201
$25.9K ﹤0.01%
2,724
1202
$25.5K ﹤0.01%
306
+284
1203
$25.5K ﹤0.01%
1,370
1204
$25.5K ﹤0.01%
306
1205
$25.4K ﹤0.01%
437
1206
$25.4K ﹤0.01%
207
1207
$25.3K ﹤0.01%
619
+14
1208
$25.1K ﹤0.01%
711
1209
$25.1K ﹤0.01%
592
1210
$24.9K ﹤0.01%
1,229
-499
1211
$24.9K ﹤0.01%
700
1212
$24.7K ﹤0.01%
239
1213
$24.4K ﹤0.01%
82
-270
1214
$24.4K ﹤0.01%
299
+37
1215
$24.4K ﹤0.01%
337
+308
1216
$24.3K ﹤0.01%
531
+2
1217
$24.3K ﹤0.01%
31
+13
1218
$24.1K ﹤0.01%
197
-78
1219
$24.1K ﹤0.01%
127
+1
1220
$24.1K ﹤0.01%
49
-1
1221
$24K ﹤0.01%
102
1222
$24K ﹤0.01%
262
+19
1223
$23.9K ﹤0.01%
1,782
1224
$23.9K ﹤0.01%
806
1225
$23.9K ﹤0.01%
490
+15
47 48
49
50 51