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
1351
$13K ﹤0.01%
420
+404
1352
$13K ﹤0.01%
400
1353
$12K ﹤0.01%
316
1354
$12K ﹤0.01%
316
1355
$12K ﹤0.01%
366
+200
1356
$12K ﹤0.01%
300
1357
$12K ﹤0.01%
300
1358
$12K ﹤0.01%
700
-3
1359
$12K ﹤0.01%
238
1360
$12K ﹤0.01%
652
1361
$12K ﹤0.01%
279
1362
$12K ﹤0.01%
340
1363
$12K ﹤0.01%
66
1364
$12K ﹤0.01%
53
1365
$12K ﹤0.01%
255
+1
1366
$12K ﹤0.01%
1,000
1367
$11K ﹤0.01%
132
1368
$11K ﹤0.01%
300
1369
$11K ﹤0.01%
300
1370
$11K ﹤0.01%
+300
1371
$11K ﹤0.01%
19
1372
$11K ﹤0.01%
700
1373
$11K ﹤0.01%
201
+159
1374
$11K ﹤0.01%
620
1375
$11K ﹤0.01%
863
53 54
55
56 57