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
1801
$2.43K ﹤0.01%
+20
1802
$2.42K ﹤0.01%
38
1803
$2.42K ﹤0.01%
14
1804
$2.41K ﹤0.01%
91
1805
$2.38K ﹤0.01%
+185
1806
$2.37K ﹤0.01%
180
1807
$2.35K ﹤0.01%
+100
1808
$2.35K ﹤0.01%
91
-276
1809
$2.35K ﹤0.01%
70
-16
1810
$2.34K ﹤0.01%
41
1811
$2.33K ﹤0.01%
104
1812
$2.32K ﹤0.01%
55
1813
$2.31K ﹤0.01%
30
1814
$2.3K ﹤0.01%
8
1815
$2.28K ﹤0.01%
113
1816
$2.27K ﹤0.01%
500
1817
$2.26K ﹤0.01%
14
1818
$2.26K ﹤0.01%
30
1819
$2.23K ﹤0.01%
19
1820
$2.22K ﹤0.01%
101
1821
$2.22K ﹤0.01%
22
1822
$2.2K ﹤0.01%
31
1823
$2.2K ﹤0.01%
59
+44
1824
$2.17K ﹤0.01%
660
1825
$2.15K ﹤0.01%
21
71 72
73
74 75