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
1301
$15K ﹤0.01%
900
-200
1302
$15K ﹤0.01%
249
1303
$15K ﹤0.01%
+581
1304
$15K ﹤0.01%
313
1305
$15K ﹤0.01%
383
+4
1306
$15K ﹤0.01%
1,200
1307
$15K ﹤0.01%
2,530
1308
$15K ﹤0.01%
100
1309
$15K ﹤0.01%
355
1310
$15K ﹤0.01%
373
+6
1311
$15K ﹤0.01%
+300
1312
$15K ﹤0.01%
217
1313
$15K ﹤0.01%
+100
1314
$15K ﹤0.01%
3,813
1315
$15K ﹤0.01%
228
1316
$15K ﹤0.01%
567
+337
1317
$15K ﹤0.01%
530
1318
$15K ﹤0.01%
594
1319
$15K ﹤0.01%
+1,975
1320
$15K ﹤0.01%
1,500
1321
$14K ﹤0.01%
500
+150
1322
$14K ﹤0.01%
173
+26
1323
$14K ﹤0.01%
300
1324
$14K ﹤0.01%
500
1325
$14K ﹤0.01%
338
51 52
53
54 55