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
1476
$10.6K ﹤0.01%
+105
1477
$10.6K ﹤0.01%
170
1478
$10.5K ﹤0.01%
317
-1
1479
$10.5K ﹤0.01%
147
1480
$10.4K ﹤0.01%
211
1481
$10.4K ﹤0.01%
373
1482
$10.3K ﹤0.01%
532
1483
$10.2K ﹤0.01%
199
-185
1484
$10.2K ﹤0.01%
198
-140
1485
$10.2K ﹤0.01%
140
+1
1486
$10.2K ﹤0.01%
432
1487
$10.2K ﹤0.01%
441
1488
$10.1K ﹤0.01%
43
1489
$10K ﹤0.01%
206
1490
$10K ﹤0.01%
259
1491
$10K ﹤0.01%
250
-130
1492
$10K ﹤0.01%
279
1493
$9.99K ﹤0.01%
89
+10
1494
$9.98K ﹤0.01%
247
+147
1495
$9.98K ﹤0.01%
1,019
1496
$9.96K ﹤0.01%
101
1497
$9.95K ﹤0.01%
49
1498
$9.9K ﹤0.01%
36
-3
1499
$9.89K ﹤0.01%
300
1500
$9.88K ﹤0.01%
92
58 59
60
61 62