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
351
$393K 0.04%
6,658
-347
352
$393K 0.04%
12,512
+4,129
353
$389K 0.04%
13,091
-525
354
$388K 0.04%
8,477
-1,074
355
$384K 0.03%
1,612
-13
356
$383K 0.03%
2,086
-305
357
$383K 0.03%
5,474
358
$380K 0.03%
9,721
+4,874
359
$378K 0.03%
7,648
+571
360
$378K 0.03%
14,909
+1,193
361
$376K 0.03%
3,870
+75
362
$376K 0.03%
19,657
-345
363
$371K 0.03%
5,565
+350
364
$369K 0.03%
11,009
+139
365
$369K 0.03%
7,275
-15,491
366
$362K 0.03%
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367
$355K 0.03%
8,276
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368
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6,300
-715
369
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1,662
-182
370
$349K 0.03%
3,524
-110
371
$347K 0.03%
9,949
-250
372
$347K 0.03%
886
373
$346K 0.03%
897
+145
374
$345K 0.03%
29,509
+5
375
$339K 0.03%
1,741
+23
13 14
15
16 17