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
1801
$0 ﹤0.01%
7
-46
1802
$0 ﹤0.01%
5
1803
$0 ﹤0.01%
4
1804
– –
-4,400
1805
$0 ﹤0.01%
21
1806
$0 ﹤0.01%
5
1807
$0 ﹤0.01%
33
1808
$0 ﹤0.01%
3
-1,668
1809
$0 ﹤0.01%
6
1810
$0 ﹤0.01%
+50
1811
$0 ﹤0.01%
5
1812
– –
-750
1813
$0 ﹤0.01%
2
1814
$0 ﹤0.01%
10
1815
$0 ﹤0.01%
4
1816
$0 ﹤0.01%
+10
1817
– –
-2,014
1818
– –
-176
1819
– –
-8
1820
– –
-1,297
1821
– –
-160
1822
– –
-3,784
1823
$0 ﹤0.01%
20
1824
$0 ﹤0.01%
34
1825
– –
0
71 72
73
74 75