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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
1676
$2K ﹤0.01%
1
1677
$2K ﹤0.01%
75
1678
$2K ﹤0.01%
40
1679
$2K ﹤0.01%
1,000
1680
$2K ﹤0.01%
70
1681
$2K ﹤0.01%
62
1682
$2K ﹤0.01%
209
1683
$2K ﹤0.01%
6
1684
$2K ﹤0.01%
44
1685
$2K ﹤0.01%
12
1686
$2K ﹤0.01%
39
1687
$2K ﹤0.01%
3
1688
$2K ﹤0.01%
300
1689
$2K ﹤0.01%
300
1690
$2K ﹤0.01%
105
1691
$2K ﹤0.01%
200
1692
$2K ﹤0.01%
181
1693
$2K ﹤0.01%
+12
1694
$2K ﹤0.01%
525
1695
$2K ﹤0.01%
200
-401
1696
$2K ﹤0.01%
100
1697
$2K ﹤0.01%
88
1698
$2K ﹤0.01%
28
1699
$2K ﹤0.01%
40
-16
1700
$2K ﹤0.01%
10
66 67
68
69 70