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

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
EFX icon
1351
Equifax
EFX
$26.6B
$16.2K ﹤0.01%
63
+24
UROY
1352
Uranium Royalty Corp
UROY
$497M
$16.1K ﹤0.01%
+3,750
ZBRA icon
1353
Zebra Technologies
ZBRA
$13.4B
$16K ﹤0.01%
54
+32
XPEV icon
1354
XPeng
XPEV
$17.4B
$16K ﹤0.01%
685
-1,350
KTB icon
1355
Kontoor Brands
KTB
$3.67B
$16K ﹤0.01%
200
ANGL icon
1356
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$15.9K ﹤0.01%
535
+1
FLTB icon
1357
Fidelity Limited Term Bond ETF
FLTB
$325M
$15.9K ﹤0.01%
+314
STT icon
1358
State Street
STT
$36B
$15.8K ﹤0.01%
136
ZBH icon
1359
Zimmer Biomet
ZBH
$18.3B
$15.8K ﹤0.01%
160
-31
COPX icon
1360
Global X Copper Miners ETF NEW
COPX
$4.04B
$15.7K ﹤0.01%
263
+1
BDX icon
1361
Becton Dickinson
BDX
$57.1B
$15.7K ﹤0.01%
84
+56
FMAT icon
1362
Fidelity MSCI Materials Index ETF
FMAT
$445M
$15.7K ﹤0.01%
300
ERO icon
1363
Ero Copper
ERO
$2.61B
$15.6K ﹤0.01%
+772
IPGP icon
1364
IPG Photonics
IPGP
$3.28B
$15.6K ﹤0.01%
197
+57
KEY icon
1365
KeyCorp
KEY
$22.4B
$15.6K ﹤0.01%
832
-266
NNN icon
1366
NNN REIT
NNN
$7.68B
$15.5K ﹤0.01%
365
LAR
1367
Lithium Argentina AG
LAR
$779M
$15.5K ﹤0.01%
+4,652
CACI icon
1368
CACI
CACI
$12.5B
$15.5K ﹤0.01%
31
INSM icon
1369
Insmed
INSM
$42B
$15.4K ﹤0.01%
107
+27
TDW icon
1370
Tidewater
TDW
$2.8B
$15.3K ﹤0.01%
286
+94
OII icon
1371
Oceaneering
OII
$2.58B
$15.2K ﹤0.01%
614
IBTF icon
1372
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.44B
$15.2K ﹤0.01%
650
+7
MLM icon
1373
Martin Marietta Materials
MLM
$38.2B
$15.1K ﹤0.01%
24
-3
KLAC icon
1374
KLA
KLAC
$161B
$15.1K ﹤0.01%
14
-3
SUI icon
1375
Sun Communities
SUI
$15.3B
$15.1K ﹤0.01%
117