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
1226
$19K ﹤0.01%
900
1227
$19K ﹤0.01%
345
+199
1228
$19K ﹤0.01%
268
-70
1229
$19K ﹤0.01%
478
+269
1230
$19K ﹤0.01%
639
+7
1231
$19K ﹤0.01%
146
1232
$19K ﹤0.01%
750
1233
$19K ﹤0.01%
328
+18
1234
$19K ﹤0.01%
+740
1235
$19K ﹤0.01%
593
-551
1236
$19K ﹤0.01%
350
1237
$19K ﹤0.01%
1,419
1238
$19K ﹤0.01%
85
1239
$19K ﹤0.01%
1,114
-873
1240
$18K ﹤0.01%
238
1241
$18K ﹤0.01%
+100
1242
$18K ﹤0.01%
+500
1243
$18K ﹤0.01%
740
1244
$18K ﹤0.01%
416
1245
$18K ﹤0.01%
1,044
1246
$18K ﹤0.01%
400
1247
$18K ﹤0.01%
373
1248
$18K ﹤0.01%
1,334
1249
$18K ﹤0.01%
200
1250
$18K ﹤0.01%
1,500
48 49
50
51 52