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
1126
$29K ﹤0.01%
841
1127
$29K ﹤0.01%
678
1128
$29K ﹤0.01%
495
1129
$28K ﹤0.01%
469
1130
$28K ﹤0.01%
1,759
1131
$28K ﹤0.01%
862
1132
$28K ﹤0.01%
2,677
1133
$28K ﹤0.01%
+275
1134
$28K ﹤0.01%
1,113
1135
$28K ﹤0.01%
287
+276
1136
$28K ﹤0.01%
400
1137
$28K ﹤0.01%
317
1138
$28K ﹤0.01%
+750
1139
$28K ﹤0.01%
214
1140
$28K ﹤0.01%
1,251
1141
$28K ﹤0.01%
2,680
+480
1142
$28K ﹤0.01%
123
1143
$28K ﹤0.01%
16,576
1144
$27K ﹤0.01%
+472
1145
$27K ﹤0.01%
6,396
1146
$27K ﹤0.01%
158
1147
$27K ﹤0.01%
1,004
1148
$27K ﹤0.01%
741
1149
$27K ﹤0.01%
2,000
1150
$27K ﹤0.01%
667
44 45
46
47 48