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
1326
$14K ﹤0.01%
120
1327
$14K ﹤0.01%
107
1328
$14K ﹤0.01%
1,723
-956
1329
$14K ﹤0.01%
700
+200
1330
$14K ﹤0.01%
200
1331
$14K ﹤0.01%
181
1332
$14K ﹤0.01%
32
1333
$14K ﹤0.01%
382
+127
1334
$14K ﹤0.01%
900
1335
$14K ﹤0.01%
247
+4
1336
$14K ﹤0.01%
1,000
1337
$13K ﹤0.01%
+439
1338
$13K ﹤0.01%
400
1339
$13K ﹤0.01%
275
1340
$13K ﹤0.01%
125
1341
$13K ﹤0.01%
+400
1342
$13K ﹤0.01%
88
1343
$13K ﹤0.01%
470
1344
$13K ﹤0.01%
321
1345
$13K ﹤0.01%
348
1346
$13K ﹤0.01%
248
-69
1347
$13K ﹤0.01%
55
1348
$13K ﹤0.01%
282
1349
$13K ﹤0.01%
73
+9
1350
$13K ﹤0.01%
33
+4
52 53
54
55 56