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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
1801
– –
-250
1802
– –
-1,300
1803
– –
-940
1804
$0 ﹤0.01%
10
1805
– –
-790
1806
$0 ﹤0.01%
5
1807
– –
-121
1808
$0 ﹤0.01%
5
1809
– –
-100
1810
– –
-469
1811
– –
0
1812
$0 ﹤0.01%
+2
1813
$0 ﹤0.01%
1
1814
$0 ﹤0.01%
+10
1815
– –
0
1816
– –
0
1817
$0 ﹤0.01%
50
1818
$0 ﹤0.01%
4
-337
1819
– –
-2,473
1820
– –
-75
1821
$0 ﹤0.01%
1
1822
– –
0
1823
– –
-6,288
1824
– –
0
1825
$0 ﹤0.01%
10
71 72
73
74 75