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
1626
$6.09K ﹤0.01%
224
1627
$6.08K ﹤0.01%
174
1628
$6.03K ﹤0.01%
88
1629
$6.01K ﹤0.01%
262
+5
1630
$6.01K ﹤0.01%
58
1631
$6.01K ﹤0.01%
51
1632
$6.01K ﹤0.01%
124
+7
1633
$5.89K ﹤0.01%
41
1634
$5.87K ﹤0.01%
198
1635
$5.82K ﹤0.01%
68
1636
$5.81K ﹤0.01%
300
1637
$5.79K ﹤0.01%
1,500
-1,350
1638
$5.79K ﹤0.01%
156
1639
$5.75K ﹤0.01%
150
1640
$5.7K ﹤0.01%
75
+26
1641
$5.68K ﹤0.01%
157
1642
$5.66K ﹤0.01%
99
+7
1643
$5.63K ﹤0.01%
158
1644
$5.61K ﹤0.01%
121
-1
1645
$5.56K ﹤0.01%
2,000
1646
$5.53K ﹤0.01%
224
+3
1647
$5.5K ﹤0.01%
287
+2
1648
$5.48K ﹤0.01%
115
1649
$5.44K ﹤0.01%
2,211
-2,673
1650
$5.44K ﹤0.01%
618
64 65
66
67 68