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

Top Sells

1
+$3.91M
2
+$2.09M
3
+$1.88M
4
MFIC icon
MidCap Financial Investment
MFIC
+$1.72M
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$1.51M

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
OLN icon
1426
Olin
OLN
$2.46B
$12.5K ﹤0.01%
500
XAIX
1427
Xtrackers Artificial Intelligence and Big Data ETF
XAIX
$85.7M
$12.5K ﹤0.01%
301
CG icon
1428
Carlyle Group
CG
$20.8B
$12.5K ﹤0.01%
199
CARG icon
1429
CarGurus
CARG
$3.68B
$12.5K ﹤0.01%
335
ITRI icon
1430
Itron
ITRI
$4.27B
$12.5K ﹤0.01%
100
IMCV icon
1431
iShares Morningstar Mid-Cap Value ETF
IMCV
$915M
$12.5K ﹤0.01%
155
SCHI icon
1432
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.65B
$12.4K ﹤0.01%
538
+359
CVGW icon
1433
Calavo Growers
CVGW
$384M
$12.3K ﹤0.01%
476
-59
FREL icon
1434
Fidelity MSCI Real Estate Index ETF
FREL
$1.09B
$12.1K ﹤0.01%
434
-830
KEYS icon
1435
Keysight
KEYS
$35.5B
$12.1K ﹤0.01%
69
-1
ROAD icon
1436
Construction Partners
ROAD
$6.22B
$12.1K ﹤0.01%
95
FBIN icon
1437
Fortune Brands Innovations
FBIN
$6.22B
$12.1K ﹤0.01%
226
+1
IRT icon
1438
Independence Realty Trust
IRT
$4.06B
$12K ﹤0.01%
735
+7
KBA icon
1439
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$225M
$12K ﹤0.01%
+400
BETZ icon
1440
Roundhill Sports Betting & iGaming ETF
BETZ
$65.4M
$11.9K ﹤0.01%
500
CAH icon
1441
Cardinal Health
CAH
$47.5B
$11.9K ﹤0.01%
76
TECK icon
1442
Teck Resources
TECK
$21B
$11.9K ﹤0.01%
271
-333
XLSR icon
1443
State Street US Sector Rotation ETF
XLSR
$880M
$11.9K ﹤0.01%
199
WFRD icon
1444
Weatherford International
WFRD
$5.67B
$11.8K ﹤0.01%
173
+169
IGI
1445
Western Asset Investment Grade Defined Opportunity Trust
IGI
$98.5M
$11.8K ﹤0.01%
708
JHMM icon
1446
John Hancock Multifactor Mid Cap ETF
JHMM
$4.62B
$11.8K ﹤0.01%
182
-189
IEF icon
1447
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
$11.7K ﹤0.01%
122
WSO icon
1448
Watsco Inc
WSO
$14B
$11.7K ﹤0.01%
29
-13
DIV icon
1449
Global X SuperDividend US ETF
DIV
$650M
$11.5K ﹤0.01%
653
+7
NUMG icon
1450
Nuveen ESG Mid-Cap Growth ETF
NUMG
$395M
$11.5K ﹤0.01%
237
56 57
58
59 60