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
1726
$1K ﹤0.01%
29
1727
$1K ﹤0.01%
+5
1728
$1K ﹤0.01%
+23
1729
$1K ﹤0.01%
+69
1730
$1K ﹤0.01%
15
1731
$1K ﹤0.01%
78
+18
1732
$1K ﹤0.01%
47
1733
$1K ﹤0.01%
39
1734
$1K ﹤0.01%
+4
1735
$1K ﹤0.01%
+9
1736
$1K ﹤0.01%
14
1737
$1K ﹤0.01%
30
1738
$1K ﹤0.01%
70
1739
$1K ﹤0.01%
15
1740
$1K ﹤0.01%
6
1741
$1K ﹤0.01%
13
1742
$1K ﹤0.01%
7
1743
$1K ﹤0.01%
+50
1744
$1K ﹤0.01%
4
-608
1745
$1K ﹤0.01%
20
1746
$1K ﹤0.01%
20
1747
$1K ﹤0.01%
15
-202
1748
$1K ﹤0.01%
9
1749
– –
0
1750
$1K ﹤0.01%
15
68 69
70
71 72