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
1401
$10K ﹤0.01%
197
1402
$10K ﹤0.01%
+340
1403
$10K ﹤0.01%
273
1404
$10K ﹤0.01%
208
1405
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+205
1406
$10K ﹤0.01%
500
1407
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146
1408
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19
1409
$10K ﹤0.01%
220
1410
$10K ﹤0.01%
+350
1411
$10K ﹤0.01%
172
+127
1412
$10K ﹤0.01%
260
1413
$10K ﹤0.01%
153
+1
1414
$10K ﹤0.01%
182
-1
1415
– –
0
1416
$10K ﹤0.01%
459
1417
$9K ﹤0.01%
500
1418
$9K ﹤0.01%
1,100
1419
$9K ﹤0.01%
200
1420
$9K ﹤0.01%
300
1421
$9K ﹤0.01%
77
+13
1422
$9K ﹤0.01%
+1,329
1423
$9K ﹤0.01%
178
-13
1424
$9K ﹤0.01%
82
1425
$9K ﹤0.01%
398
55 56
57
58 59