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
1251
$18K ﹤0.01%
224
+216
1252
$18K ﹤0.01%
1,500
1253
$18K ﹤0.01%
244
+32
1254
$18K ﹤0.01%
165
1255
$18K ﹤0.01%
220
1256
$18K ﹤0.01%
171
+72
1257
$17K ﹤0.01%
796
-280
1258
$17K ﹤0.01%
207
1259
$17K ﹤0.01%
450
1260
$17K ﹤0.01%
337
1261
$17K ﹤0.01%
150
-250
1262
$17K ﹤0.01%
230
1263
$17K ﹤0.01%
525
1264
$17K ﹤0.01%
144
-612
1265
$17K ﹤0.01%
+324
1266
$17K ﹤0.01%
1,001
1267
$17K ﹤0.01%
1,245
1268
$17K ﹤0.01%
293
+2
1269
$17K ﹤0.01%
1,492
-270
1270
$17K ﹤0.01%
500
1271
$17K ﹤0.01%
539
+160
1272
$17K ﹤0.01%
1,155
+55
1273
$17K ﹤0.01%
+100
1274
$17K ﹤0.01%
210
1275
$17K ﹤0.01%
272
49 50
51
52 53