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
1551
$5K ﹤0.01%
+80
1552
$5K ﹤0.01%
187
-11
1553
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29
1554
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155
-270
1555
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200
1556
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50
1557
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1558
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54
1559
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450
-3,104
1560
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+500
1561
$5K ﹤0.01%
115
1562
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42
-17
1563
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134
1564
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527
1565
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700
1566
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13
1567
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1568
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1569
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59
1570
$4K ﹤0.01%
+30
1571
$4K ﹤0.01%
35
+10
1572
$4K ﹤0.01%
50
1573
$4K ﹤0.01%
178
1574
$4K ﹤0.01%
3
+1
1575
$4K ﹤0.01%
340
61 62
63
64 65