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
1651
$5.41K ﹤0.01%
113
+1
1652
$5.35K ﹤0.01%
400
-2,076
1653
$5.34K ﹤0.01%
134
1654
$5.33K ﹤0.01%
108
+1
1655
$5.3K ﹤0.01%
+32
1656
$5.28K ﹤0.01%
34
1657
$5.28K ﹤0.01%
116
+74
1658
$5.25K ﹤0.01%
50
-12
1659
$5.14K ﹤0.01%
223
1660
$5.09K ﹤0.01%
+90
1661
$5.09K ﹤0.01%
2,413
1662
$5.07K ﹤0.01%
100
1663
$5.04K ﹤0.01%
325
1664
$5.03K ﹤0.01%
42
+32
1665
$5.02K ﹤0.01%
159
-228
1666
$4.97K ﹤0.01%
53
+6
1667
$4.96K ﹤0.01%
400
1668
$4.95K ﹤0.01%
+1,150
1669
$4.94K ﹤0.01%
22
+1
1670
$4.93K ﹤0.01%
18
1671
$4.91K ﹤0.01%
400
1672
$4.9K ﹤0.01%
37
1673
$4.87K ﹤0.01%
232
1674
$4.86K ﹤0.01%
29
-62
1675
$4.82K ﹤0.01%
77
65 66
67
68 69