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
$1.1B
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,198
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$3.95M
3
+$3.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.97M
5
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$2.47M

Top Sells

1
+$3.95M
2
+$2.5M
3
+$2.35M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.53M
5
HIBB
Hibbett, Inc. Common Stock
HIBB
+$1.38M

Sector Composition

1 Technology 9.49%
2 Industrials 4.49%
3 Financials 4.17%
4 Healthcare 4.01%
5 Consumer Discretionary 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$856K 0.08%
5,358
-12
227
$834K 0.08%
18,310
-1,267
228
$821K 0.07%
4,124
+532
229
$820K 0.07%
5,950
+560
230
$818K 0.07%
4,766
+242
231
$815K 0.07%
23,546
-412
232
$806K 0.07%
12,667
+338
233
$789K 0.07%
44,934
+2,898
234
$787K 0.07%
2,363
+20
235
$787K 0.07%
5,313
-74
236
$772K 0.07%
10,710
-358
237
$769K 0.07%
13,106
+887
238
$768K 0.07%
38,939
-7,045
239
$753K 0.07%
3,353
+2,934
240
$752K 0.07%
2,520
-176
241
$751K 0.07%
29,208
-4,550
242
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19,998
243
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8,988
244
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15,758
-276
245
$742K 0.07%
19,274
-1,779
246
$732K 0.07%
2,463
-82
247
$731K 0.07%
20,873
+3,295
248
$716K 0.07%
10,800
-184
249
$714K 0.06%
18,384
250
$713K 0.06%
9,301
+632
8 9
10
11 12