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
1551
$8.29K ﹤0.01%
170
1552
$8.27K ﹤0.01%
+225
1553
$8.23K ﹤0.01%
418
+53
1554
$8.17K ﹤0.01%
455
1555
$8.14K ﹤0.01%
200
-62
1556
$8.14K ﹤0.01%
175
1557
$8.04K ﹤0.01%
+177
1558
$8.02K ﹤0.01%
55
1559
$8K ﹤0.01%
96
1560
$8K ﹤0.01%
+6,500
1561
$7.97K ﹤0.01%
170
1562
$7.96K ﹤0.01%
96
1563
$7.95K ﹤0.01%
160
1564
$7.94K ﹤0.01%
33
-24
1565
$7.94K ﹤0.01%
35
1566
$7.87K ﹤0.01%
55
+26
1567
$7.84K ﹤0.01%
410
1568
$7.83K ﹤0.01%
222
1569
$7.79K ﹤0.01%
200
1570
$7.76K ﹤0.01%
4,336
-466
1571
$7.72K ﹤0.01%
279
1572
$7.71K ﹤0.01%
71
-206
1573
$7.69K ﹤0.01%
54
-10
1574
$7.66K ﹤0.01%
267
+3
1575
$7.62K ﹤0.01%
213
61 62
63
64 65