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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
$1.5B
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
976
$50K ﹤0.01%
64
977
$50K ﹤0.01%
2,130
978
$50K ﹤0.01%
1,296
+36
979
$49K ﹤0.01%
+800
980
$49K ﹤0.01%
555
-19
981
$49K ﹤0.01%
826
982
$49K ﹤0.01%
920
983
$49K ﹤0.01%
394
984
$49K ﹤0.01%
2,000
985
$49K ﹤0.01%
470
986
$49K ﹤0.01%
116
+91
987
$49K ﹤0.01%
2,886
-845
988
$49K ﹤0.01%
1,002
+15
989
$48K ﹤0.01%
1,138
+76
990
$48K ﹤0.01%
623
-1,826
991
$48K ﹤0.01%
1,200
992
$48K ﹤0.01%
150
993
$48K ﹤0.01%
2,571
-1,069
994
$48K ﹤0.01%
724
995
$48K ﹤0.01%
179
996
$48K ﹤0.01%
1,750
+1,000
997
$48K ﹤0.01%
710
998
$47K ﹤0.01%
192
999
$47K ﹤0.01%
800
1000
$47K ﹤0.01%
+1,745
38 39
40
41 42