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
376
$337K 0.03%
15,205
+225
377
$333K 0.03%
7,585
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378
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6,578
-1,010
379
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36,154
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380
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2,304
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381
$324K 0.03%
12,477
382
$323K 0.03%
+16,149
383
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+1,879
384
$320K 0.03%
8,309
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385
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6,858
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715
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387
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3,676
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388
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6,702
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389
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391
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393
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394
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395
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396
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9,126
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$300K 0.03%
1,646
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398
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5,243
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399
$299K 0.03%
11,276
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400
$299K 0.03%
986
+83