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
$1.93B
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,378
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$9.44M
3 +$6.98M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$6.84M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$6.51M

Top Sells

1 +$8.41M
2 +$5.09M
3 +$2.31M
4
LMT icon
Lockheed Martin
LMT
+$2.08M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$2M

Sector Composition

1 Technology 6.48%
2 Industrials 3.34%
3 Financials 2.99%
4 Healthcare 2.43%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FLHY icon
1576
Franklin High Yield Corporate ETF
FLHY
$1.15B
$8.57K ﹤0.01%
355
+333
VICI icon
1577
VICI Properties
VICI
$30B
$8.55K ﹤0.01%
313
+71
STEW
1578
SRH Total Return Fund
STEW
$1.68B
$8.55K ﹤0.01%
500
ETY icon
1579
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.31B
$8.52K ﹤0.01%
618
ROKU icon
1580
Roku
ROKU
$18.1B
$8.52K ﹤0.01%
90
-37
CFG icon
1581
Citizens Financial Group
CFG
$27.1B
$8.46K ﹤0.01%
141
+2
HR icon
1582
Healthcare Realty
HR
$6.81B
$8.42K ﹤0.01%
496
+7
ING icon
1583
ING
ING
$85.1B
$8.41K ﹤0.01%
323
BAPR icon
1584
Innovator US Equity Buffer ETF April
BAPR
$398M
$8.33K ﹤0.01%
170
BCS icon
1585
Barclays
BCS
$82.2B
$8.27K ﹤0.01%
391
GTX icon
1586
Garrett Motion
GTX
$5.98B
$8.27K ﹤0.01%
455
DIV icon
1587
Global X SuperDividend US ETF
DIV
$741M
$8.21K ﹤0.01%
435
+8
ISSC icon
1588
Innovative Solutions & Support
ISSC
$310M
$8.21K ﹤0.01%
400
NBIS
1589
Nebius Group N.V.
NBIS
$57.8B
$8.2K ﹤0.01%
79
-1,000
EL icon
1590
Estee Lauder
EL
$30.2B
$8.19K ﹤0.01%
114
+104
EUAD
1591
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.2B
$8.18K ﹤0.01%
201
OR icon
1592
OR Royalties Inc
OR
$6.35B
$8.17K ﹤0.01%
215
-35
MT icon
1593
ArcelorMittal
MT
$51.1B
$8.16K ﹤0.01%
157
NJR icon
1594
New Jersey Resources
NJR
$5.59B
$8.13K ﹤0.01%
148
+38
PEBO icon
1595
Peoples Bancorp
PEBO
$1.26B
$8.12K ﹤0.01%
247
+47
PRFZ icon
1596
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.66B
$8.12K ﹤0.01%
177
IYJ icon
1597
iShares US Industrials ETF
IYJ
$1.78B
$8.12K ﹤0.01%
55
COO icon
1598
Cooper Companies
COO
$13.1B
$8.01K ﹤0.01%
112
+24
FTF
1599
Franklin Limited Duration Income Trust
FTF
$234M
$8K ﹤0.01%
1,372
TAP icon
1600
Molson Coors Class B
TAP
$7.33B
$7.97K ﹤0.01%
185
+141