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
326
$444K 0.04%
8,613
+83
327
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330
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331
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334
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15,972
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335
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3,606
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337
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338
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339
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340
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344
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346
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347
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5,016
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348
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11,296
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349
$400K 0.04%
1,634
350
$395K 0.04%
7,917
-4
12 13
14
15 16