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
401
$297K 0.03%
1,684
-26
402
$295K 0.03%
2,511
-75
403
$294K 0.03%
1,021
-118
404
$294K 0.03%
4,445
+355
405
$293K 0.03%
2,216
-69
406
$292K 0.03%
3,786
+223
407
$291K 0.03%
3,554
+87
408
$289K 0.03%
20,813
-271
409
$287K 0.03%
1,456
410
$286K 0.03%
1,639
+310
411
$283K 0.03%
523
+5
412
$282K 0.03%
1,878
+1,513
413
$278K 0.03%
2,126
-80
414
$277K 0.03%
5,033
+417
415
$273K 0.02%
604
-25
416
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+5,204
417
$273K 0.02%
11,732
-225
418
$271K 0.02%
3,870
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419
$268K 0.02%
695
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420
$266K 0.02%
7,957
-4
421
$265K 0.02%
7,098
422
$265K 0.02%
2,194
+829
423
$264K 0.02%
1,033
+203
424
$262K 0.02%
4,341
-51
425
$262K 0.02%
7,351
+478