AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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
+$12.5M
3
+$7.48M
4
BND icon
Vanguard Total Bond Market
BND
+$7.46M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.84M

Top Sells

1
+$3.91M
2
+$2.09M
3
+$1.88M
4
MFIC icon
MidCap Financial Investment
MFIC
+$1.72M
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$1.51M

Sector Composition

1 Technology 8.05%
2 Financials 3.64%
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
IBDV icon
1276
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.51B
$20.3K ﹤0.01%
918
+10
UAL icon
1277
United Airlines
UAL
$36.4B
$20.3K ﹤0.01%
210
CGSD icon
1278
Capital Group Short Duration Income ETF
CGSD
$1.82B
$20.3K ﹤0.01%
780
IBDU icon
1279
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.21B
$20.1K ﹤0.01%
855
+10
AMR icon
1280
Alpha Metallurgical Resources
AMR
$2.4B
$20K ﹤0.01%
122
-146
BSCV icon
1281
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.42B
$20K ﹤0.01%
1,197
HBT icon
1282
HBT Financial
HBT
$844M
$19.9K ﹤0.01%
790
JANT icon
1283
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
$53.1M
$19.9K ﹤0.01%
500
BSCU icon
1284
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.14B
$19.9K ﹤0.01%
1,176
IBDT icon
1285
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.34B
$19.8K ﹤0.01%
778
+9
DNN icon
1286
Denison Mines
DNN
$2.33B
$19.8K ﹤0.01%
7,202
CGGO icon
1287
Capital Group Global Growth Equity ETF
CGGO
$7.93B
$19.8K ﹤0.01%
578
+39
USLM icon
1288
United States Lime & Minerals
USLM
$3.61B
$19.7K ﹤0.01%
150
ACLS icon
1289
Axcelis
ACLS
$2.68B
$19.7K ﹤0.01%
+202
VIOV icon
1290
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.5B
$19.7K ﹤0.01%
207
+1
SIL icon
1291
Global X Silver Miners ETF NEW
SIL
$4.56B
$19.7K ﹤0.01%
275
+50
CTRA icon
1292
Coterra Energy
CTRA
$19.3B
$19.5K ﹤0.01%
826
-10
SMLR icon
1293
Semler Scientific
SMLR
$266M
$19.5K ﹤0.01%
+650
IBDS icon
1294
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.54B
$19.4K ﹤0.01%
796
+9
FHLC icon
1295
Fidelity MSCI Health Care Index ETF
FHLC
$2.82B
$19.2K ﹤0.01%
+287
IBN icon
1296
ICICI Bank
IBN
$106B
$19.2K ﹤0.01%
634
+385
JPRE icon
1297
JPMorgan Realty Income ETF
JPRE
$460M
$19.1K ﹤0.01%
398
+6
CLS icon
1298
Celestica
CLS
$33.2B
$19K ﹤0.01%
77
+12
AGI icon
1299
Alamos Gold
AGI
$15.7B
$18.9K ﹤0.01%
543
-72
VECO icon
1300
Veeco
VECO
$1.83B
$18.9K ﹤0.01%
621
+178
50 51
52
53 54