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
1451
$8K ﹤0.01%
108
1452
$8K ﹤0.01%
100
1453
$8K ﹤0.01%
850
1454
$8K ﹤0.01%
51
1455
$8K ﹤0.01%
250
-500
1456
$8K ﹤0.01%
206
1457
$8K ﹤0.01%
1,100
1458
$8K ﹤0.01%
245
1459
$8K ﹤0.01%
200
-132
1460
$8K ﹤0.01%
65
1461
$8K ﹤0.01%
252
1462
$8K ﹤0.01%
215
+23
1463
$8K ﹤0.01%
70
1464
$8K ﹤0.01%
246
1465
$8K ﹤0.01%
237
-14
1466
$8K ﹤0.01%
1,000
1467
$8K ﹤0.01%
400
+140
1468
$8K ﹤0.01%
1,400
1469
$8K ﹤0.01%
150
1470
$7K ﹤0.01%
35
1471
$7K ﹤0.01%
381
1472
$7K ﹤0.01%
89
1473
$7K ﹤0.01%
700
1474
$7K ﹤0.01%
250
1475
$7K ﹤0.01%
50
57 58
59
60 61