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
1601
$4K ﹤0.01%
546
1602
$4K ﹤0.01%
300
1603
$4K ﹤0.01%
23
1604
$4K ﹤0.01%
302
1605
$4K ﹤0.01%
250
1606
$3K ﹤0.01%
52
1607
$3K ﹤0.01%
30
1608
$3K ﹤0.01%
226
1609
$3K ﹤0.01%
200
1610
$3K ﹤0.01%
9
1611
$3K ﹤0.01%
59
+34
1612
$3K ﹤0.01%
100
1613
$3K ﹤0.01%
100
1614
$3K ﹤0.01%
68
1615
$3K ﹤0.01%
357
1616
$3K ﹤0.01%
150
-2,260
1617
$3K ﹤0.01%
14
1618
$3K ﹤0.01%
500
1619
– –
0
1620
$3K ﹤0.01%
105
1621
$3K ﹤0.01%
300
1622
$3K ﹤0.01%
167
+142
1623
$3K ﹤0.01%
100
1624
$3K ﹤0.01%
100
1625
$3K ﹤0.01%
121
63 64
65
66 67