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
1926
$1.08K ﹤0.01%
19
1927
$1.06K ﹤0.01%
8
1928
$1.05K ﹤0.01%
25
1929
$1.03K ﹤0.01%
+40
1930
$1.03K ﹤0.01%
37
+8
1931
$1.03K ﹤0.01%
15
1932
$1.03K ﹤0.01%
54
1933
$1.02K ﹤0.01%
+30
1934
$1.02K ﹤0.01%
4
1935
$1.02K ﹤0.01%
4
1936
$1.01K ﹤0.01%
3
1937
$1.01K ﹤0.01%
24
1938
$996 ﹤0.01%
8
1939
$983 ﹤0.01%
6
1940
$982 ﹤0.01%
20
1941
$970 ﹤0.01%
3
1942
$969 ﹤0.01%
9
1943
$969 ﹤0.01%
36
1944
$956 ﹤0.01%
119
1945
$954 ﹤0.01%
13
1946
$945 ﹤0.01%
6
1947
$944 ﹤0.01%
10
-980
1948
$941 ﹤0.01%
8
1949
$933 ﹤0.01%
+53
1950
$928 ﹤0.01%
9
76 77
78
79 80