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
1751
$1K ﹤0.01%
24
1752
$1K ﹤0.01%
20
1753
$1K ﹤0.01%
34
1754
$1K ﹤0.01%
5
1755
$1K ﹤0.01%
+26
1756
$1K ﹤0.01%
27
1757
$1K ﹤0.01%
39
1758
$1K ﹤0.01%
2
1759
$1K ﹤0.01%
155
1760
$1K ﹤0.01%
159
1761
$1K ﹤0.01%
34
1762
$1K ﹤0.01%
8
1763
$1K ﹤0.01%
5
1764
$1K ﹤0.01%
+51
1765
$1K ﹤0.01%
16
1766
$1K ﹤0.01%
93
-400
1767
$1K ﹤0.01%
12
1768
$1K ﹤0.01%
62
1769
$1K ﹤0.01%
3
1770
$1K ﹤0.01%
88
+75
1771
$1K ﹤0.01%
25
1772
$1K ﹤0.01%
1,495
1773
$1K ﹤0.01%
100
1774
$1K ﹤0.01%
76
+49
1775
$1K ﹤0.01%
27
69 70
71
72 73