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
1401
$10K ﹤0.01%
146
1402
$10K ﹤0.01%
19
1403
$10K ﹤0.01%
220
1404
$10K ﹤0.01%
+350
1405
$10K ﹤0.01%
172
+127
1406
$10K ﹤0.01%
260
1407
$10K ﹤0.01%
200
1408
$10K ﹤0.01%
762
1409
$10K ﹤0.01%
126
1410
$10K ﹤0.01%
141
1411
$10K ﹤0.01%
153
+1
1412
$10K ﹤0.01%
182
-1
1413
$10K ﹤0.01%
3
+2
1414
$10K ﹤0.01%
433
1415
$10K ﹤0.01%
400
1416
$10K ﹤0.01%
459
1417
$9K ﹤0.01%
178
-13
1418
$9K ﹤0.01%
300
1419
$9K ﹤0.01%
77
+13
1420
$9K ﹤0.01%
+1,329
1421
$9K ﹤0.01%
82
1422
$9K ﹤0.01%
398
1423
$9K ﹤0.01%
+100
1424
$9K ﹤0.01%
50
1425
$9K ﹤0.01%
641
+442
55 56
57
58 59