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
1376
$11K ﹤0.01%
200
1377
$11K ﹤0.01%
435
1378
$11K ﹤0.01%
250
1379
$11K ﹤0.01%
435
1380
$11K ﹤0.01%
382
1381
$11K ﹤0.01%
500
1382
$11K ﹤0.01%
392
1383
$11K ﹤0.01%
220
1384
$11K ﹤0.01%
258
-336
1385
$11K ﹤0.01%
185
1386
$11K ﹤0.01%
350
1387
$10K ﹤0.01%
262
1388
$10K ﹤0.01%
540
1389
$10K ﹤0.01%
100
1390
$10K ﹤0.01%
90
1391
$10K ﹤0.01%
123
1392
$10K ﹤0.01%
319
1393
$10K ﹤0.01%
+163
1394
$10K ﹤0.01%
144
+46
1395
$10K ﹤0.01%
197
1396
$10K ﹤0.01%
+340
1397
$10K ﹤0.01%
273
1398
$10K ﹤0.01%
208
1399
$10K ﹤0.01%
+205
1400
$10K ﹤0.01%
500
54 55
56
57 58