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
1351
$16.2K ﹤0.01%
63
+24
1352
$16.1K ﹤0.01%
+3,750
1353
$16K ﹤0.01%
54
+32
1354
$16K ﹤0.01%
685
-1,350
1355
$16K ﹤0.01%
200
1356
$15.9K ﹤0.01%
535
+1
1357
$15.9K ﹤0.01%
+314
1358
$15.8K ﹤0.01%
136
1359
$15.8K ﹤0.01%
160
-31
1360
$15.7K ﹤0.01%
263
+1
1361
$15.7K ﹤0.01%
84
+56
1362
$15.7K ﹤0.01%
300
1363
$15.6K ﹤0.01%
+772
1364
$15.6K ﹤0.01%
197
+57
1365
$15.6K ﹤0.01%
832
-266
1366
$15.5K ﹤0.01%
365
1367
$15.5K ﹤0.01%
+4,652
1368
$15.5K ﹤0.01%
31
1369
$15.4K ﹤0.01%
107
+27
1370
$15.3K ﹤0.01%
286
+94
1371
$15.2K ﹤0.01%
614
1372
$15.2K ﹤0.01%
650
+7
1373
$15.1K ﹤0.01%
24
-3
1374
$15.1K ﹤0.01%
14
-3
1375
$15.1K ﹤0.01%
117
53 54
55
56 57