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
1376
$15K ﹤0.01%
313
+2
1377
$14.9K ﹤0.01%
35
1378
$14.8K ﹤0.01%
107
1379
$14.8K ﹤0.01%
2,330
1380
$14.8K ﹤0.01%
+125
1381
$14.7K ﹤0.01%
207
-472
1382
$14.6K ﹤0.01%
133
1383
$14.5K ﹤0.01%
3,191
+227
1384
$14.5K ﹤0.01%
146
1385
$14.5K ﹤0.01%
224
+39
1386
$14.4K ﹤0.01%
589
-340
1387
$14.4K ﹤0.01%
300
1388
$14.3K ﹤0.01%
284
1389
$14.3K ﹤0.01%
163
-751
1390
$14.3K ﹤0.01%
291
-182
1391
$14.3K ﹤0.01%
604
-307
1392
$14.2K ﹤0.01%
115
+13
1393
$14.2K ﹤0.01%
616
1394
$14.1K ﹤0.01%
173
+17
1395
$14.1K ﹤0.01%
1,053
+8
1396
$14.1K ﹤0.01%
431
-709
1397
$13.9K ﹤0.01%
285
1398
$13.8K ﹤0.01%
252
-21
1399
$13.7K ﹤0.01%
253
-9
1400
$13.7K ﹤0.01%
105
+80
54 55
56
57 58