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
1876
$0 ﹤0.01%
5
1877
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1
1878
$0 ﹤0.01%
9
1879
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1880
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1881
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39
1882
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1883
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1884
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12
1885
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1886
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-1,753
1887
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-300
1888
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0
1889
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1890
$0 ﹤0.01%
12
1891
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+2
1892
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11
1893
$0 ﹤0.01%
35
1894
– –
-120,564
1895
– –
-1,275
1896
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-105
1897
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-9
1898
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-30
1899
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-5
1900
– –
-686
73 74 75
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