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

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
1476
$7K ﹤0.01%
296
1477
$7K ﹤0.01%
120
+1
1478
$7K ﹤0.01%
150
1479
$7K ﹤0.01%
+100
1480
$7K ﹤0.01%
170
1481
$7K ﹤0.01%
159
+1
1482
$7K ﹤0.01%
633
1483
$7K ﹤0.01%
16
1484
$7K ﹤0.01%
397
1485
$7K ﹤0.01%
75
1486
$7K ﹤0.01%
200
1487
$7K ﹤0.01%
183
1488
$7K ﹤0.01%
604
1489
$7K ﹤0.01%
23
1490
$7K ﹤0.01%
250
1491
$7K ﹤0.01%
50
1492
$7K ﹤0.01%
187
1493
$7K ﹤0.01%
561
1494
$7K ﹤0.01%
+1,200
1495
$7K ﹤0.01%
52
-157
1496
$7K ﹤0.01%
225
+50
1497
$7K ﹤0.01%
96
1498
$7K ﹤0.01%
288
1499
$7K ﹤0.01%
1,000
1500
$7K ﹤0.01%
300