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
1301
$18.8K ﹤0.01%
864
1302
$18.7K ﹤0.01%
358
1303
$18.7K ﹤0.01%
1,751
+257
1304
$18.7K ﹤0.01%
420
-38
1305
$18.6K ﹤0.01%
648
1306
$18.5K ﹤0.01%
784
-307
1307
$18.5K ﹤0.01%
243
+229
1308
$18.4K ﹤0.01%
803
+9
1309
$18.4K ﹤0.01%
729
1310
$18.3K ﹤0.01%
780
1311
$18.3K ﹤0.01%
1,305
+240
1312
$18.3K ﹤0.01%
+720
1313
$18.3K ﹤0.01%
533
1314
$18.3K ﹤0.01%
600
1315
$18.1K ﹤0.01%
19
1316
$18.1K ﹤0.01%
370
-210
1317
$18.1K ﹤0.01%
700
1318
$18K ﹤0.01%
150
1319
$17.9K ﹤0.01%
388
1320
$17.8K ﹤0.01%
1,393
+1
1321
$17.8K ﹤0.01%
363
1322
$17.7K ﹤0.01%
80
-150
1323
$17.7K ﹤0.01%
72
+2
1324
$17.6K ﹤0.01%
117
-31
1325
$17.6K ﹤0.01%
1,023
+13
51 52
53
54 55