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
426
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1,057
+10
427
$256K 0.02%
686
-74
428
$256K 0.02%
814
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429
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4,704
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431
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11,450
-1,200
433
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1,637
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434
$249K 0.02%
4,293
-186
435
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436
$243K 0.02%
18,870
+15,630
437
$243K 0.02%
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438
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439
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440
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445
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446
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448
$233K 0.02%
846
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449
$225K 0.02%
2,234
450
$224K 0.02%
8,095
-599