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
1701
$4.39K ﹤0.01%
97
1702
$4.38K ﹤0.01%
100
1703
$4.38K ﹤0.01%
39
1704
$4.35K ﹤0.01%
1,000
1705
$4.32K ﹤0.01%
+91
1706
$4.32K ﹤0.01%
177
1707
$4.25K ﹤0.01%
84
1708
$4.24K ﹤0.01%
8
+1
1709
$4.17K ﹤0.01%
150
1710
$4.17K ﹤0.01%
+35
1711
$4.16K ﹤0.01%
100
1712
$4.15K ﹤0.01%
16
+4
1713
$4.14K ﹤0.01%
51
-2
1714
$4.14K ﹤0.01%
20
1715
$4.12K ﹤0.01%
128
-154
1716
$4.11K ﹤0.01%
64
1717
$4.11K ﹤0.01%
32
1718
$4.1K ﹤0.01%
121
1719
$4.05K ﹤0.01%
27
1720
$4.03K ﹤0.01%
32
-3
1721
$4.03K ﹤0.01%
9
1722
$4.02K ﹤0.01%
250
1723
$4.01K ﹤0.01%
92
+45
1724
$3.98K ﹤0.01%
44
1725
$3.91K ﹤0.01%
36
+7
67 68
69
70 71