AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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 +$12.5M
3 +$7.48M
4
BND icon
Vanguard Total Bond Market
BND
+$7.46M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.84M

Sector Composition

1 Technology 8.05%
2 Financials 3.64%
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
RELY icon
1576
Remitly
RELY
$2.95B
$7.58K ﹤0.01%
+465
CFG icon
1577
Citizens Financial Group
CFG
$25B
$7.57K ﹤0.01%
142
+39
BHVN icon
1578
Biohaven
BHVN
$1.46B
$7.5K ﹤0.01%
500
XT icon
1579
iShares Future Exponential Technologies ETF
XT
$3.4B
$7.48K ﹤0.01%
+104
RIO icon
1580
Rio Tinto
RIO
$123B
$7.48K ﹤0.01%
113
+2
AGL icon
1581
Agilon Health
AGL
$277M
$7.46K ﹤0.01%
7,245
RVMD icon
1582
Revolution Medicines
RVMD
$15B
$7.38K ﹤0.01%
158
+133
WST icon
1583
West Pharmaceutical
WST
$19.2B
$7.34K ﹤0.01%
28
-8
ARTNA icon
1584
Artesian Resources
ARTNA
$332M
$7.33K ﹤0.01%
225
G icon
1585
Genpact
G
$8.24B
$7.33K ﹤0.01%
+175
FPE icon
1586
First Trust Preferred Securities and Income ETF
FPE
$6.28B
$7.3K ﹤0.01%
400
RUM icon
1587
Rumble
RUM
$2.26B
$7.24K ﹤0.01%
1,000
-44
FXL icon
1588
First Trust Technology AlphaDEX Fund
FXL
$1.42B
$7.22K ﹤0.01%
43
+3
BTO
1589
John Hancock Financial Opportunities Fund
BTO
$712M
$7.2K ﹤0.01%
200
DGS icon
1590
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.6B
$7.2K ﹤0.01%
126
BCSF icon
1591
Bain Capital Specialty
BCSF
$902M
$7.13K ﹤0.01%
500
KBR icon
1592
KBR
KBR
$5.41B
$7.09K ﹤0.01%
+150
BUD icon
1593
AB InBev
BUD
$126B
$7.08K ﹤0.01%
119
IMVT icon
1594
Immunovant
IMVT
$5.36B
$7.04K ﹤0.01%
437
CRF
1595
Cornerstone Total Return Fund
CRF
$1.2B
$7.01K ﹤0.01%
872
+37
FDLO icon
1596
Fidelity Low Volatility Factor ETF
FDLO
$1.49B
$6.98K ﹤0.01%
106
MQT icon
1597
BlackRock MuniYield Quality Fund II
MQT
$221M
$6.97K ﹤0.01%
695
IWMI
1598
NEOS Russell 2000 High Income ETF
IWMI
$417M
$6.96K ﹤0.01%
143
+5
FIVE icon
1599
Five Below
FIVE
$9.75B
$6.96K ﹤0.01%
45
ONEY icon
1600
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$845M
$6.9K ﹤0.01%
61