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
1876
$1.58K ﹤0.01%
200
1877
$1.58K ﹤0.01%
140
1878
$1.57K ﹤0.01%
11
+2
1879
$1.56K ﹤0.01%
21
+13
1880
$1.56K ﹤0.01%
13
+4
1881
$1.54K ﹤0.01%
50
1882
$1.54K ﹤0.01%
50
1883
$1.54K ﹤0.01%
350
1884
$1.52K ﹤0.01%
48
1885
$1.5K ﹤0.01%
12
1886
$1.5K ﹤0.01%
33
1887
$1.49K ﹤0.01%
103
-1
1888
$1.48K ﹤0.01%
17
1889
$1.45K ﹤0.01%
100
1890
$1.45K ﹤0.01%
58
1891
$1.44K ﹤0.01%
128
1892
$1.44K ﹤0.01%
33
1893
$1.41K ﹤0.01%
72
1894
$1.38K ﹤0.01%
37
+1
1895
$1.37K ﹤0.01%
7
-113
1896
$1.36K ﹤0.01%
39
1897
$1.36K ﹤0.01%
66
1898
$1.35K ﹤0.01%
10
1899
$1.34K ﹤0.01%
15
1900
$1.34K ﹤0.01%
49
-199
74 75
76
77 78