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

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
RYTM icon
1476
Rhythm Pharmaceuticals
RYTM
$7.51B
$10.6K ﹤0.01%
+105
FEZ icon
1477
SPDR Euro Stoxx 50 ETF
FEZ
$4.9B
$10.6K ﹤0.01%
170
AMH icon
1478
American Homes 4 Rent
AMH
$11.7B
$10.5K ﹤0.01%
317
-1
URBN icon
1479
Urban Outfitters
URBN
$7.42B
$10.5K ﹤0.01%
147
HIMU
1480
iShares High Yield Muni Active ETF
HIMU
$2.35B
$10.4K ﹤0.01%
211
FALN icon
1481
iShares Fallen Angels USD Bond ETF
FALN
$1.86B
$10.4K ﹤0.01%
373
STWD icon
1482
Starwood Property Trust
STWD
$6.85B
$10.3K ﹤0.01%
532
BSY icon
1483
Bentley Systems
BSY
$12.2B
$10.2K ﹤0.01%
199
-185
BMAR icon
1484
Innovator US Equity Buffer ETF March
BMAR
$177M
$10.2K ﹤0.01%
198
-140
WDIV icon
1485
SPDR S&P Global Dividend ETF
WDIV
$240M
$10.2K ﹤0.01%
140
+1
UPBD icon
1486
Upbound Group
UPBD
$1.05B
$10.2K ﹤0.01%
432
NFLT icon
1487
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$341M
$10.2K ﹤0.01%
441
EXP icon
1488
Eagle Materials
EXP
$7.15B
$10.1K ﹤0.01%
43
VAL icon
1489
Valaris
VAL
$3.75B
$10K ﹤0.01%
206
NUMV icon
1490
Nuveen ESG Mid-Cap Value ETF
NUMV
$417M
$10K ﹤0.01%
259
OR icon
1491
OR Royalties Inc
OR
$6.52B
$10K ﹤0.01%
250
-130
VVV icon
1492
Valvoline
VVV
$3.95B
$10K ﹤0.01%
279
NBIS
1493
Nebius Group N.V.
NBIS
$20.4B
$9.99K ﹤0.01%
89
+10
GLNG icon
1494
Golar LNG
GLNG
$3.77B
$9.98K ﹤0.01%
247
+147
AGNC icon
1495
AGNC Investment
AGNC
$11.1B
$9.98K ﹤0.01%
1,019
NVT icon
1496
nVent Electric
NVT
$16.6B
$9.96K ﹤0.01%
101
PTC icon
1497
PTC
PTC
$20.9B
$9.95K ﹤0.01%
49
CHTR icon
1498
Charter Communications
CHTR
$27.1B
$9.9K ﹤0.01%
36
-3
PSCC icon
1499
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$35.2M
$9.89K ﹤0.01%
300
GVI icon
1500
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$9.88K ﹤0.01%
92