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
1251
$21.7K ﹤0.01%
264
-240
1252
$21.7K ﹤0.01%
655
1253
$21.7K ﹤0.01%
34
+32
1254
$21.7K ﹤0.01%
721
-461
1255
$21.6K ﹤0.01%
264
-1
1256
$21.6K ﹤0.01%
440
-364
1257
$21.6K ﹤0.01%
573
-22
1258
$21.5K ﹤0.01%
26
1259
$21.5K ﹤0.01%
414
+51
1260
$21.4K ﹤0.01%
1,314
-7,510
1261
$21.4K ﹤0.01%
125
1262
$21.3K ﹤0.01%
479
1263
$21.3K ﹤0.01%
567
1264
$21.2K ﹤0.01%
+500
1265
$21.2K ﹤0.01%
1,724
1266
$21.2K ﹤0.01%
8,783
1267
$21.1K ﹤0.01%
274
1268
$21K ﹤0.01%
574
+1
1269
$20.9K ﹤0.01%
+950
1270
$20.9K ﹤0.01%
1,832
1271
$20.8K ﹤0.01%
605
1272
$20.6K ﹤0.01%
180
+2
1273
$20.5K ﹤0.01%
300
1274
$20.5K ﹤0.01%
65
-35
1275
$20.4K ﹤0.01%
1,680
-39
49 50
51
52 53