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
476
$203K 0.02%
10,155
+401
477
$202K 0.02%
1,462
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1,491
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2,323
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298
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$194K 0.02%
11,162
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482
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2,027
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3,330
484
$193K 0.02%
2,595
485
$191K 0.02%
53,856
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486
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1,495
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487
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488
$190K 0.02%
1,305
489
$190K 0.02%
6,549
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5,328
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491
$187K 0.02%
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492
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495
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3,616
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496
$184K 0.02%
4,874
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$183K 0.02%
3,726
-266
498
$182K 0.02%
178
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499
$182K 0.02%
1,004
500
$181K 0.02%
2,230