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
1751
$3.25K ﹤0.01%
+73
1752
$3.24K ﹤0.01%
65
1753
$3.23K ﹤0.01%
24
1754
$3.21K ﹤0.01%
+140
1755
$3.17K ﹤0.01%
72
+40
1756
$3.14K ﹤0.01%
40
+15
1757
$3.12K ﹤0.01%
71
-193
1758
$3.1K ﹤0.01%
31
-500
1759
$3.1K ﹤0.01%
70
1760
$3.05K ﹤0.01%
62
1761
$3.03K ﹤0.01%
97
1762
$3.03K ﹤0.01%
115
1763
$3.01K ﹤0.01%
165
1764
$2.97K ﹤0.01%
15
1765
$2.94K ﹤0.01%
247
1766
$2.93K ﹤0.01%
+47
1767
$2.87K ﹤0.01%
27
-3
1768
$2.86K ﹤0.01%
101
1769
$2.85K ﹤0.01%
100
1770
$2.84K ﹤0.01%
24
1771
$2.84K ﹤0.01%
11
-84
1772
$2.83K ﹤0.01%
22
1773
$2.82K ﹤0.01%
15
1774
$2.82K ﹤0.01%
48
-116
1775
$2.81K ﹤0.01%
46
69 70
71
72 73