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
$1.93B
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,378
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$9.44M
3 +$6.98M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$6.84M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$6.51M

Top Sells

1 +$8.41M
2 +$5.09M
3 +$2.31M
4
LMT icon
Lockheed Martin
LMT
+$2.08M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$2M

Sector Composition

1 Technology 6.48%
2 Industrials 3.34%
3 Financials 2.99%
4 Healthcare 2.43%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HP icon
1951
Helmerich & Payne
HP
$3.74B
$1.41K ﹤0.01%
39
DECK icon
1952
Deckers Outdoor
DECK
$15B
$1.4K ﹤0.01%
14
+8
DOCN icon
1953
DigitalOcean
DOCN
$17.7B
$1.37K ﹤0.01%
16
GLDG
1954
GoldMining Inc
GLDG
$203M
$1.37K ﹤0.01%
1,150
-2,250
MGM icon
1955
MGM Resorts International
MGM
$12.2B
$1.37K ﹤0.01%
37
FNB icon
1956
FNB Corp
FNB
$6.3B
$1.35K ﹤0.01%
81
TOST icon
1957
Toast
TOST
$14.3B
$1.35K ﹤0.01%
51
+23
LYFT icon
1958
Lyft
LYFT
$5.18B
$1.34K ﹤0.01%
101
BEP icon
1959
Brookfield Renewable
BEP
$11.1B
$1.34K ﹤0.01%
41
BITW
1960
Bitwise 10 Crypto Index ETF
BITW
$573M
$1.34K ﹤0.01%
30
GDEN
1961
DELISTED
Golden Entertainment
GDEN
$1.33K ﹤0.01%
+50
ALNY icon
1962
Alnylam Pharmaceuticals
ALNY
$40.5B
$1.32K ﹤0.01%
4
-2
FTI icon
1963
TechnipFMC
FTI
$26.6B
$1.31K ﹤0.01%
19
+3
TEAM icon
1964
Atlassian
TEAM
$25.2B
$1.3K ﹤0.01%
19
+11
LUNG icon
1965
Pulmonx
LUNG
$64.6M
$1.29K ﹤0.01%
1,000
L icon
1966
Loews
L
$22.1B
$1.28K ﹤0.01%
12
SPIB icon
1967
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
$1.27K ﹤0.01%
38
LCID icon
1968
Lucid Motors
LCID
$2B
$1.27K ﹤0.01%
133
-269
ATR icon
1969
AptarGroup
ATR
$7.23B
$1.26K ﹤0.01%
10
+1
GROY icon
1970
Gold Royalty Corp
GROY
$653M
$1.25K ﹤0.01%
350
-400
VAC icon
1971
Marriott Vacations Worldwide
VAC
$3.07B
$1.24K ﹤0.01%
19
GME icon
1972
GameStop
GME
$9.78B
$1.22K ﹤0.01%
53
+5
AREC icon
1973
American Resources Corp
AREC
$226M
$1.21K ﹤0.01%
500
PPLI
1974
People Incorporated Common Stock
PPLI
$3.1B
$1.2K ﹤0.01%
30
UHAL icon
1975
U-Haul Holding Co
UHAL
$10.9B
$1.2K ﹤0.01%
25
-16