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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
1751
$1K ﹤0.01%
1,495
1752
$1K ﹤0.01%
100
1753
$1K ﹤0.01%
76
+49
1754
$1K ﹤0.01%
27
1755
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9
1756
0
1757
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1758
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1760
$1K ﹤0.01%
34
1761
$1K ﹤0.01%
5
1762
$1K ﹤0.01%
+26
1763
$1K ﹤0.01%
27
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$1K ﹤0.01%
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1765
$1K ﹤0.01%
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1766
$1K ﹤0.01%
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1767
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1768
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1769
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+9
1770
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1771
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70
1773
$1K ﹤0.01%
15
1774
$1K ﹤0.01%
6
1775
$1K ﹤0.01%
13