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
1601
$6.88K ﹤0.01%
33
1602
$6.76K ﹤0.01%
162
1603
$6.75K ﹤0.01%
750
1604
$6.74K ﹤0.01%
71
1605
$6.71K ﹤0.01%
272
1606
$6.69K ﹤0.01%
35
-66
1607
$6.69K ﹤0.01%
332
1608
$6.67K ﹤0.01%
45
1609
$6.67K ﹤0.01%
35
1610
$6.59K ﹤0.01%
143
1611
$6.58K ﹤0.01%
69
-12
1612
$6.56K ﹤0.01%
225
1613
$6.56K ﹤0.01%
300
1614
$6.48K ﹤0.01%
26
1615
$6.41K ﹤0.01%
251
-26
1616
$6.41K ﹤0.01%
62
+30
1617
$6.39K ﹤0.01%
95
-104
1618
$6.26K ﹤0.01%
500
-500
1619
$6.22K ﹤0.01%
94
+60
1620
$6.2K ﹤0.01%
358
1621
$6.19K ﹤0.01%
142
1622
$6.16K ﹤0.01%
88
+11
1623
$6.13K ﹤0.01%
1,282
1624
$6.1K ﹤0.01%
143
+1
1625
$6.09K ﹤0.01%
106
63 64
65
66 67