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
1901
$1.32K ﹤0.01%
47
1902
$1.32K ﹤0.01%
16
+8
1903
$1.28K ﹤0.01%
37
1904
$1.26K ﹤0.01%
19
1905
$1.26K ﹤0.01%
9
1906
$1.24K ﹤0.01%
200
1907
$1.22K ﹤0.01%
7
1908
$1.21K ﹤0.01%
12
1909
$1.2K ﹤0.01%
73
1910
$1.2K ﹤0.01%
19
1911
$1.18K ﹤0.01%
24
+5
1912
$1.17K ﹤0.01%
48
1913
$1.16K ﹤0.01%
615
1914
$1.15K ﹤0.01%
+120
1915
$1.15K ﹤0.01%
4
-3
1916
$1.15K ﹤0.01%
5
1917
$1.15K ﹤0.01%
+15
1918
$1.14K ﹤0.01%
+15
1919
$1.13K ﹤0.01%
100
1920
$1.12K ﹤0.01%
25
1921
$1.12K ﹤0.01%
4
1922
$1.12K ﹤0.01%
89
1923
$1.1K ﹤0.01%
8
1924
$1.08K ﹤0.01%
16
+10
1925
$1.08K ﹤0.01%
92
-21
75 76
77
78 79