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
1526
$9K ﹤0.01%
597
-65
1527
$9K ﹤0.01%
101
1528
$9K ﹤0.01%
+127
1529
$8.99K ﹤0.01%
100
1530
$8.96K ﹤0.01%
200
1531
$8.93K ﹤0.01%
1,158
+125
1532
$8.91K ﹤0.01%
89
1533
$8.87K ﹤0.01%
379
+38
1534
$8.85K ﹤0.01%
228
+4
1535
$8.8K ﹤0.01%
35
-7
1536
$8.76K ﹤0.01%
200
-500
1537
$8.74K ﹤0.01%
3,100
1538
$8.74K ﹤0.01%
1,440
+35
1539
$8.74K ﹤0.01%
1,372
1540
$8.73K ﹤0.01%
148
+2
1541
$8.71K ﹤0.01%
483
+7
1542
$8.61K ﹤0.01%
55
+1
1543
$8.59K ﹤0.01%
33
+22
1544
$8.48K ﹤0.01%
690
+27
1545
$8.47K ﹤0.01%
440
1546
$8.47K ﹤0.01%
42
+1
1547
$8.38K ﹤0.01%
100
1548
$8.38K ﹤0.01%
295
1549
$8.32K ﹤0.01%
109
+43
1550
$8.31K ﹤0.01%
+123
60 61
62
63 64