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
1426
$12.5K ﹤0.01%
500
1427
$12.5K ﹤0.01%
301
1428
$12.5K ﹤0.01%
199
1429
$12.5K ﹤0.01%
335
1430
$12.5K ﹤0.01%
100
1431
$12.5K ﹤0.01%
155
1432
$12.4K ﹤0.01%
538
+359
1433
$12.3K ﹤0.01%
476
-59
1434
$12.1K ﹤0.01%
434
-830
1435
$12.1K ﹤0.01%
69
-1
1436
$12.1K ﹤0.01%
95
1437
$12.1K ﹤0.01%
226
+1
1438
$12K ﹤0.01%
735
+7
1439
$12K ﹤0.01%
+400
1440
$11.9K ﹤0.01%
500
1441
$11.9K ﹤0.01%
76
1442
$11.9K ﹤0.01%
271
-333
1443
$11.9K ﹤0.01%
199
1444
$11.8K ﹤0.01%
173
+169
1445
$11.8K ﹤0.01%
708
1446
$11.8K ﹤0.01%
182
-189
1447
$11.7K ﹤0.01%
122
1448
$11.7K ﹤0.01%
29
-13
1449
$11.5K ﹤0.01%
653
+7
1450
$11.5K ﹤0.01%
237
56 57
58
59 60