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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
1876
$0 ﹤0.01%
35
1877
– –
-120,564
1878
– –
-1,275
1879
– –
-105
1880
– –
-9
1881
– –
-176
1882
– –
-8
1883
– –
-1,297
1884
– –
-160
1885
– –
-30
1886
– –
-3,784
1887
$0 ﹤0.01%
20
1888
– –
-5
1889
– –
-686
1890
$0 ﹤0.01%
+2
1891
– –
-4,856
1892
– –
0
1893
– –
-200
1894
$0 ﹤0.01%
9
1895
$0 ﹤0.01%
20
1896
– –
-20
1897
– –
-1
1898
$0 ﹤0.01%
18
1899
$0 ﹤0.01%
+1
1900
– –
-132
73 74 75
76
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