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
1426
$9K ﹤0.01%
+100
1427
$9K ﹤0.01%
50
1428
$9K ﹤0.01%
641
+442
1429
$9K ﹤0.01%
+200
1430
$9K ﹤0.01%
139
+55
1431
$9K ﹤0.01%
280
+208
1432
$9K ﹤0.01%
1,100
1433
– –
0
1434
$9K ﹤0.01%
103
+1
1435
$8K ﹤0.01%
14
-38
1436
$8K ﹤0.01%
248
1437
$8K ﹤0.01%
93
1438
$8K ﹤0.01%
4
1439
$8K ﹤0.01%
365
1440
$8K ﹤0.01%
1,000
-1,000
1441
$8K ﹤0.01%
53
1442
$8K ﹤0.01%
3,103
1443
$8K ﹤0.01%
+100
1444
$8K ﹤0.01%
133
1445
$8K ﹤0.01%
400
1446
$8K ﹤0.01%
500
1447
$8K ﹤0.01%
270
1448
$8K ﹤0.01%
600
1449
$8K ﹤0.01%
400
-600
1450
$8K ﹤0.01%
395
56 57
58
59 60