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
1501
$7K ﹤0.01%
200
1502
$7K ﹤0.01%
158
1503
$7K ﹤0.01%
148
1504
$7K ﹤0.01%
673
1505
$7K ﹤0.01%
+194
1506
$6K ﹤0.01%
220
1507
$6K ﹤0.01%
400
1508
$6K ﹤0.01%
+110
1509
$6K ﹤0.01%
+9
1510
$6K ﹤0.01%
500
1511
$6K ﹤0.01%
156
1512
$6K ﹤0.01%
533
1513
$6K ﹤0.01%
37
1514
$6K ﹤0.01%
108
1515
$6K ﹤0.01%
+90
1516
$6K ﹤0.01%
57
1517
$6K ﹤0.01%
200
1518
$6K ﹤0.01%
50
-310
1519
$6K ﹤0.01%
300
1520
$6K ﹤0.01%
250
1521
$6K ﹤0.01%
109
1522
$6K ﹤0.01%
500
1523
$6K ﹤0.01%
109
1524
$6K ﹤0.01%
106
+78
1525
$6K ﹤0.01%
64