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
1651
$2K ﹤0.01%
28
+20
1652
$2K ﹤0.01%
+100
1653
$2K ﹤0.01%
33
1654
$2K ﹤0.01%
+67
1655
$2K ﹤0.01%
26
1656
$2K ﹤0.01%
285
1657
$2K ﹤0.01%
25
1658
$2K ﹤0.01%
35
1659
$2K ﹤0.01%
55
+37
1660
$2K ﹤0.01%
90
1661
$2K ﹤0.01%
30
1662
$2K ﹤0.01%
200
-401
1663
$2K ﹤0.01%
100
1664
$2K ﹤0.01%
88
1665
$2K ﹤0.01%
28
1666
$2K ﹤0.01%
+10
1667
$2K ﹤0.01%
26
1668
$2K ﹤0.01%
+25
1669
$2K ﹤0.01%
94
+39
1670
$2K ﹤0.01%
100
1671
$2K ﹤0.01%
85
1672
$2K ﹤0.01%
86
+35
1673
$2K ﹤0.01%
21
1674
$2K ﹤0.01%
50
1675
$2K ﹤0.01%
25
+7
65 66
67
68 69