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
1326
$14K ﹤0.01%
300
1327
$14K ﹤0.01%
500
1328
$14K ﹤0.01%
338
1329
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107
1330
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1,723
-956
1331
$14K ﹤0.01%
181
1332
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32
1333
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382
+127
1334
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900
1335
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247
+4
1336
$14K ﹤0.01%
1,000
1337
$13K ﹤0.01%
321
1338
$13K ﹤0.01%
348
1339
$13K ﹤0.01%
248
-69
1340
$13K ﹤0.01%
55
1341
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282
1342
$13K ﹤0.01%
73
+9
1343
$13K ﹤0.01%
+439
1344
$13K ﹤0.01%
400
1345
$13K ﹤0.01%
275
1346
$13K ﹤0.01%
125
1347
$13K ﹤0.01%
+400
1348
$13K ﹤0.01%
88
1349
$13K ﹤0.01%
470
1350
$13K ﹤0.01%
33
+4
52 53
54
55 56