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
1701
$2K ﹤0.01%
300
1702
$2K ﹤0.01%
105
1703
$2K ﹤0.01%
200
1704
$2K ﹤0.01%
181
1705
$2K ﹤0.01%
+12
1706
$2K ﹤0.01%
525
1707
$1K ﹤0.01%
10
1708
$1K ﹤0.01%
+166
1709
$1K ﹤0.01%
28
1710
$1K ﹤0.01%
26
1711
$1K ﹤0.01%
178
1712
$1K ﹤0.01%
6
1713
$1K ﹤0.01%
20
1714
$1K ﹤0.01%
14
1715
$1K ﹤0.01%
43
1716
$1K ﹤0.01%
18
1717
$1K ﹤0.01%
272
1718
$1K ﹤0.01%
7
-1,000
1719
$1K ﹤0.01%
15
1720
$1K ﹤0.01%
158
1721
$1K ﹤0.01%
6
1722
$1K ﹤0.01%
20
1723
$1K ﹤0.01%
22
1724
$1K ﹤0.01%
200
1725
$1K ﹤0.01%
14
67 68
69
70 71