AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
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 5.49%
5 Consumer Discretionary 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$2K ﹤0.01%
+67
1652
$2K ﹤0.01%
26
1653
$2K ﹤0.01%
285
1654
$2K ﹤0.01%
25
1655
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35
1656
$2K ﹤0.01%
55
+37
1657
$2K ﹤0.01%
90
1658
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30
1659
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200
-401
1660
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100
1661
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88
1662
$2K ﹤0.01%
28
1663
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+10
1664
$2K ﹤0.01%
26
1665
$2K ﹤0.01%
+25
1666
$2K ﹤0.01%
94
+39
1667
$2K ﹤0.01%
100
1668
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85
1669
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86
+35
1670
$2K ﹤0.01%
21
1671
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50
1672
$2K ﹤0.01%
25
+7
1673
$2K ﹤0.01%
+30
1674
$2K ﹤0.01%
60
1675
$2K ﹤0.01%
9
65 66
67
68 69