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
1451
$11.5K ﹤0.01%
200
1452
$11.5K ﹤0.01%
227
+1
1453
$11.5K ﹤0.01%
537
+87
1454
$11.5K ﹤0.01%
200
1455
$11.5K ﹤0.01%
200
1456
$11.4K ﹤0.01%
357
-10
1457
$11.4K ﹤0.01%
+754
1458
$11.4K ﹤0.01%
725
+100
1459
$11.3K ﹤0.01%
391
1460
$11.3K ﹤0.01%
1,686
+10
1461
$11.3K ﹤0.01%
+50
1462
$11.2K ﹤0.01%
129
-774
1463
$11.2K ﹤0.01%
602
+8
1464
$11.1K ﹤0.01%
1,738
+957
1465
$11K ﹤0.01%
200
1466
$11K ﹤0.01%
274
1467
$11K ﹤0.01%
4,002
+175
1468
$10.9K ﹤0.01%
325
1469
$10.9K ﹤0.01%
+200
1470
$10.9K ﹤0.01%
448
1471
$10.8K ﹤0.01%
169
-161
1472
$10.7K ﹤0.01%
+479
1473
$10.7K ﹤0.01%
373
-60
1474
$10.7K ﹤0.01%
107
1475
$10.6K ﹤0.01%
267
57 58
59
60 61