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
1976
$759 ﹤0.01%
9
1977
$756 ﹤0.01%
15
+4
1978
$754 ﹤0.01%
5
-1
1979
$750 ﹤0.01%
11
1980
$748 ﹤0.01%
+9
1981
$743 ﹤0.01%
10
-69
1982
$740 ﹤0.01%
500
1983
$738 ﹤0.01%
1
1984
$731 ﹤0.01%
7
1985
$731 ﹤0.01%
8
-77
1986
$730 ﹤0.01%
11
1987
$728 ﹤0.01%
+15
1988
$720 ﹤0.01%
6
1989
$715 ﹤0.01%
3
1990
$714 ﹤0.01%
28
1991
$712 ﹤0.01%
21
1992
$694 ﹤0.01%
18
-16
1993
$684 ﹤0.01%
5
+3
1994
$677 ﹤0.01%
25
+3
1995
$673 ﹤0.01%
9
1996
$670 ﹤0.01%
19
1997
$669 ﹤0.01%
6
1998
$661 ﹤0.01%
1
1999
$656 ﹤0.01%
9
+4
2000
$652 ﹤0.01%
7
78 79
80
81 82