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
501
$181K 0.02%
5,084
+3,714
502
$181K 0.02%
2,303
+1,268
503
$181K 0.02%
381
-6
504
$179K 0.02%
6,850
-536
505
$177K 0.02%
2,248
-568
506
$177K 0.02%
3,891
-186
507
$175K 0.02%
3,330
+190
508
$174K 0.02%
1,681
+400
509
$172K 0.02%
1,137
-10
510
$172K 0.02%
651
-60
511
$172K 0.02%
2,637
512
$172K 0.02%
4,400
513
$171K 0.02%
686
-72
514
$171K 0.02%
1,863
+158
515
$171K 0.02%
15,280
+10,006
516
$169K 0.02%
513
517
$169K 0.02%
1,282
+427
518
$168K 0.02%
1,522
-124
519
$166K 0.02%
1,205
520
$165K 0.02%
1,964
-37
521
$164K 0.01%
5,265
+4,915
522
$164K 0.01%
3,954
+2,829
523
$164K 0.01%
3,803
+15
524
$163K 0.01%
7,743
525
$163K 0.01%
1,190
+51
19 20
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