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
1276
$17K ﹤0.01%
86
1277
$17K ﹤0.01%
745
1278
$17K ﹤0.01%
1,734
1279
$17K ﹤0.01%
70
1280
$16K ﹤0.01%
27
-1
1281
$16K ﹤0.01%
80
-600
1282
$16K ﹤0.01%
604
1283
$16K ﹤0.01%
278
-42
1284
$16K ﹤0.01%
648
1285
$16K ﹤0.01%
204
1286
$16K ﹤0.01%
283
+93
1287
$16K ﹤0.01%
411
1288
$16K ﹤0.01%
509
1289
$16K ﹤0.01%
80
1290
$16K ﹤0.01%
99
1291
$16K ﹤0.01%
1,150
1292
$16K ﹤0.01%
39
+27
1293
$16K ﹤0.01%
1,692
1294
$16K ﹤0.01%
102
+13
1295
$16K ﹤0.01%
843
1296
$15K ﹤0.01%
159
1297
$15K ﹤0.01%
78
1298
$15K ﹤0.01%
1,492
1299
$15K ﹤0.01%
224
1300
$15K ﹤0.01%
589
50 51
52
53 54