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
1501
$9.88K ﹤0.01%
434
-12
1502
$9.88K ﹤0.01%
61
1503
$9.84K ﹤0.01%
770
1504
$9.83K ﹤0.01%
618
1505
$9.79K ﹤0.01%
346
1506
$9.78K ﹤0.01%
156
+84
1507
$9.75K ﹤0.01%
239
1508
$9.67K ﹤0.01%
100
1509
$9.62K ﹤0.01%
209
-344
1510
$9.58K ﹤0.01%
21
+18
1511
$9.45K ﹤0.01%
103
-602
1512
$9.44K ﹤0.01%
80
1513
$9.41K ﹤0.01%
175
1514
$9.37K ﹤0.01%
177
1515
$9.37K ﹤0.01%
95
1516
$9.31K ﹤0.01%
28
+1
1517
$9.29K ﹤0.01%
146
-47
1518
$9.27K ﹤0.01%
202
1519
$9.2K ﹤0.01%
200
1520
$9.12K ﹤0.01%
191
1521
$9.12K ﹤0.01%
53
1522
$9.08K ﹤0.01%
500
1523
$9.08K ﹤0.01%
47
+32
1524
$9.06K ﹤0.01%
144
+32
1525
$9.05K ﹤0.01%
1,379
59 60
61
62 63