AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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
+$5.28M
2
+$4.95M
3
+$3.29M
4
FSK icon
FS KKR Capital
FSK
+$2.37M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.16M

Top Sells

1
+$4.47M
2
+$2.56M
3
+$2.39M
4
FSKR
FS KKR Capital Corp. II
FSKR
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.88M

Sector Composition

1 Technology 7.45%
2 Healthcare 5.94%
3 Industrials 5.56%
4 Financials 5.44%
5 Consumer Discretionary 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$71K ﹤0.01%
1,464
+8
877
$71K ﹤0.01%
127
-17
878
$71K ﹤0.01%
+1,550
879
$70K ﹤0.01%
1,826
880
$69K ﹤0.01%
550
-100
881
$69K ﹤0.01%
+1,029
882
$69K ﹤0.01%
+1,925
883
$69K ﹤0.01%
660
-31
884
$69K ﹤0.01%
2,035
885
$68K ﹤0.01%
682
886
$68K ﹤0.01%
+2,779
887
$68K ﹤0.01%
1,285
888
$68K ﹤0.01%
99
889
$67K ﹤0.01%
2,150
890
$67K ﹤0.01%
3,478
-1,726
891
$67K ﹤0.01%
+9,000
892
$67K ﹤0.01%
1,000
893
$67K ﹤0.01%
492
894
$67K ﹤0.01%
4,685
-482
895
$66K ﹤0.01%
+6,000
896
$66K ﹤0.01%
1,009
897
$66K ﹤0.01%
341
+226
898
$66K ﹤0.01%
775
899
$66K ﹤0.01%
+700
900
$66K ﹤0.01%
433
34 35
36
37 38