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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
1851
$0 ﹤0.01%
5
1852
$0 ﹤0.01%
33
1853
$0 ﹤0.01%
3
-1,668
1854
$0 ﹤0.01%
6
1855
$0 ﹤0.01%
+50
1856
$0 ﹤0.01%
5
1857
– –
-507
1858
$0 ﹤0.01%
39
1859
– –
0
1860
– –
-750
1861
$0 ﹤0.01%
2
1862
– –
-351
1863
$0 ﹤0.01%
12
1864
$0 ﹤0.01%
21
1865
– –
-1,753
1866
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-300
1867
– –
0
1868
– –
-15
1869
$0 ﹤0.01%
12
1870
$0 ﹤0.01%
10
1871
$0 ﹤0.01%
4
1872
$0 ﹤0.01%
+10
1873
– –
-2,014
1874
$0 ﹤0.01%
+2
1875
$0 ﹤0.01%
11
73 74
75
76 77