AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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 +$12.5M
3 +$7.48M
4
BND icon
Vanguard Total Bond Market
BND
+$7.46M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.84M

Sector Composition

1 Technology 8.05%
2 Financials 3.64%
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
EWT icon
1801
iShares MSCI Taiwan ETF
EWT
$6.9B
$2.42K ﹤0.01%
38
RJF icon
1802
Raymond James Financial
RJF
$32.2B
$2.42K ﹤0.01%
14
BTU icon
1803
Peabody Energy
BTU
$3.53B
$2.41K ﹤0.01%
91
USGO icon
1804
US GoldMining
USGO
$169M
$2.38K ﹤0.01%
+185
MBC icon
1805
MasterBrand
MBC
$1.62B
$2.37K ﹤0.01%
180
PHR icon
1806
Phreesia
PHR
$1.41B
$2.35K ﹤0.01%
+100
MRNA icon
1807
Moderna
MRNA
$10.4B
$2.35K ﹤0.01%
91
-276
AR icon
1808
Antero Resources
AR
$10.1B
$2.35K ﹤0.01%
70
-16
UHAL icon
1809
U-Haul Holding Co
UHAL
$10.4B
$2.34K ﹤0.01%
41
FRTY icon
1810
Alger Mid Cap 40 ETF
FRTY
$122M
$2.33K ﹤0.01%
104
NC icon
1811
NACCO Industries
NC
$327M
$2.32K ﹤0.01%
55
Z icon
1812
Zillow
Z
$18.7B
$2.31K ﹤0.01%
30
LH icon
1813
Labcorp
LH
$23.2B
$2.3K ﹤0.01%
8
NLY icon
1814
Annaly Capital Management
NLY
$14.3B
$2.28K ﹤0.01%
113
DC icon
1815
Dakota Gold
DC
$472M
$2.27K ﹤0.01%
500
SIZE icon
1816
iShares MSCI USA Size Factor ETF
SIZE
$374M
$2.26K ﹤0.01%
14
TCOM icon
1817
Trip.com Group
TCOM
$47.6B
$2.26K ﹤0.01%
30
FEX icon
1818
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.38B
$2.23K ﹤0.01%
19
LYFT icon
1819
Lyft
LYFT
$8.49B
$2.22K ﹤0.01%
101
TTAN
1820
ServiceTitan Inc
TTAN
$9.15B
$2.22K ﹤0.01%
22
SYF icon
1821
Synchrony
SYF
$27B
$2.2K ﹤0.01%
31
IOT icon
1822
Samsara
IOT
$22.5B
$2.2K ﹤0.01%
59
+44
PGEN icon
1823
Precigen
PGEN
$1.53B
$2.17K ﹤0.01%
660
TROW icon
1824
T. Rowe Price
TROW
$22.8B
$2.15K ﹤0.01%
21
CTSH icon
1825
Cognizant
CTSH
$33.1B
$2.15K ﹤0.01%
32
+10