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
1851
$1.89K ﹤0.01%
75
1852
$1.87K ﹤0.01%
200
1853
$1.86K ﹤0.01%
8
-4
1854
$1.85K ﹤0.01%
32
1855
$1.84K ﹤0.01%
3
1856
$1.82K ﹤0.01%
107
1857
$1.8K ﹤0.01%
6
1858
$1.78K ﹤0.01%
50
1859
$1.76K ﹤0.01%
21
+1
1860
$1.73K ﹤0.01%
70
-63
1861
$1.73K ﹤0.01%
44
1862
$1.72K ﹤0.01%
48
1863
$1.7K ﹤0.01%
60
1864
$1.7K ﹤0.01%
15
1865
$1.69K ﹤0.01%
203
1866
$1.69K ﹤0.01%
20
-60
1867
$1.68K ﹤0.01%
150
1868
$1.67K ﹤0.01%
20
-26
1869
$1.65K ﹤0.01%
21
1870
$1.64K ﹤0.01%
+56
1871
$1.63K ﹤0.01%
10
1872
$1.62K ﹤0.01%
+1,000
1873
$1.62K ﹤0.01%
27
1874
$1.6K ﹤0.01%
21
-83
1875
$1.58K ﹤0.01%
25
73 74
75
76 77