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
1576
$4K ﹤0.01%
340
1577
$4K ﹤0.01%
+50
1578
$4K ﹤0.01%
+105
1579
$4K ﹤0.01%
50
1580
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96
1581
$4K ﹤0.01%
204
1582
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80
1583
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60
1584
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52
1585
$4K ﹤0.01%
191
1586
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18
1587
$4K ﹤0.01%
170
1588
$4K ﹤0.01%
47
1589
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125
1590
$4K ﹤0.01%
250
1591
$4K ﹤0.01%
+443
1592
$4K ﹤0.01%
111
-610
1593
$4K ﹤0.01%
100
1594
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90
1595
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210
1596
$4K ﹤0.01%
35
-3
1597
$4K ﹤0.01%
100
1598
$4K ﹤0.01%
737
1599
$4K ﹤0.01%
546
1600
$4K ﹤0.01%
+200
62 63
64
65 66