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
1401
$13.7K ﹤0.01%
902
+172
1402
$13.7K ﹤0.01%
625
1403
$13.6K ﹤0.01%
24
-1
1404
$13.6K ﹤0.01%
633
+12
1405
$13.6K ﹤0.01%
+200
1406
$13.6K ﹤0.01%
231
-1
1407
$13.5K ﹤0.01%
240
+2
1408
$13.5K ﹤0.01%
100
1409
$13.5K ﹤0.01%
144
1410
$13.5K ﹤0.01%
167
1411
$13.4K ﹤0.01%
1,466
1412
$13.3K ﹤0.01%
484
+410
1413
$13.2K ﹤0.01%
316
-2
1414
$13.2K ﹤0.01%
580
1415
$13K ﹤0.01%
112
1416
$12.9K ﹤0.01%
73
1417
$12.9K ﹤0.01%
834
+137
1418
$12.8K ﹤0.01%
2,124
1419
$12.8K ﹤0.01%
512
1420
$12.7K ﹤0.01%
222
-9
1421
$12.7K ﹤0.01%
240
1422
$12.7K ﹤0.01%
300
1423
$12.6K ﹤0.01%
300
+109
1424
$12.5K ﹤0.01%
872
-370
1425
$12.5K ﹤0.01%
1,641
55 56
57
58 59