AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,903
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.93M
3
+$3.37M
4
FSK icon
FS KKR Capital
FSK
+$2.36M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.16M

Top Sells

1
+$4.19M
2
+$2.46M
3
+$2.35M
4
AMZN icon
Amazon
AMZN
+$2.31M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.85M

Sector Composition

1 Technology 7.45%
2 Healthcare 5.94%
3 Industrials 5.56%
4 Financials 5.49%
5 Consumer Discretionary 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$161K 0.01%
3,943
+6
652
$161K 0.01%
583
-66
653
$160K 0.01%
1,420
+100
654
$160K 0.01%
1,340
+82
655
$160K 0.01%
6,085
+1,010
656
$160K 0.01%
4,685
657
$159K 0.01%
1,053
+95
658
$159K 0.01%
12,011
-4,011
659
$158K 0.01%
7,648
+800
660
$158K 0.01%
+574
661
$157K 0.01%
1,427
+134
662
$155K 0.01%
4,127
+6
663
$155K 0.01%
17,100
664
$154K 0.01%
2,244
-45
665
$154K 0.01%
670
666
$153K 0.01%
400
667
$153K 0.01%
+1,696
668
$153K 0.01%
2,546
+352
669
$153K 0.01%
4,017
+11
670
$152K 0.01%
1,513
+8
671
$151K 0.01%
4,956
-412
672
$151K 0.01%
1,866
+280
673
$150K 0.01%
1,135
+3
674
$148K 0.01%
2,597
+275
675
$148K 0.01%
5,152
+117
25 26
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