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
1676
$2K ﹤0.01%
+30
1677
$2K ﹤0.01%
60
1678
$2K ﹤0.01%
9
1679
$2K ﹤0.01%
+10
1680
$2K ﹤0.01%
60
-100
1681
$2K ﹤0.01%
25
-5
1682
$2K ﹤0.01%
50
1683
$2K ﹤0.01%
1
1684
$2K ﹤0.01%
75
1685
$2K ﹤0.01%
40
1686
$2K ﹤0.01%
1,000
1687
$2K ﹤0.01%
70
1688
$2K ﹤0.01%
62
1689
$2K ﹤0.01%
44
1690
$2K ﹤0.01%
40
-16
1691
$2K ﹤0.01%
30
1692
$2K ﹤0.01%
100
1693
$2K ﹤0.01%
30
1694
$2K ﹤0.01%
12
1695
$2K ﹤0.01%
39
1696
$2K ﹤0.01%
3
1697
$2K ﹤0.01%
100
1698
$2K ﹤0.01%
54
1699
$2K ﹤0.01%
60
1700
$2K ﹤0.01%
300
66 67
68
69 70