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
1826
$0 ﹤0.01%
2
1827
-200
1828
-2,000
1829
$0 ﹤0.01%
1
1830
$0 ﹤0.01%
59
1831
$0 ﹤0.01%
2
1832
$0 ﹤0.01%
4
1833
-100
1834
$0 ﹤0.01%
128
-2
1835
-503
1836
-150
1837
$0 ﹤0.01%
18
1838
$0 ﹤0.01%
22
1839
$0 ﹤0.01%
9
1840
-250
1841
-1,300
1842
-940
1843
$0 ﹤0.01%
10
1844
-790
1845
$0 ﹤0.01%
5
1846
-121
1847
$0 ﹤0.01%
5
1848
-100
1849
-469
1850
0