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
251
$710K 0.06%
5,480
+1,975
252
$691K 0.06%
10,250
-330
253
$686K 0.06%
3,088
+5
254
$678K 0.06%
32,352
255
$671K 0.06%
17,764
-729
256
$666K 0.06%
21,394
-104
257
$665K 0.06%
29,206
+2,631
258
$658K 0.06%
2,787
-4
259
$655K 0.06%
6,304
+57
260
$648K 0.06%
2,592
+81
261
$646K 0.06%
44,605
-1,468
262
$642K 0.06%
2,055
-151
263
$631K 0.06%
21,421
+13,564
264
$621K 0.06%
9,114
+175
265
$617K 0.06%
10,960
-853
266
$617K 0.06%
22,478
+188
267
$617K 0.06%
24,599
-612
268
$616K 0.06%
2,426
+157
269
$611K 0.06%
2,377
-73
270
$609K 0.06%
11,667
+6,569
271
$602K 0.05%
7,514
-153
272
$598K 0.05%
3,485
+81
273
$595K 0.05%
11,218
+157
274
$594K 0.05%
1,268
+82
275
$581K 0.05%
6,372
+523