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
526
$162K 0.01%
7,017
+165
527
$162K 0.01%
2,569
-14
528
$160K 0.01%
5,463
529
$159K 0.01%
1,893
+28
530
$159K 0.01%
9,002
+7,407
531
$159K 0.01%
1,000
532
$159K 0.01%
2,959
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533
$158K 0.01%
1,121
+8
534
$157K 0.01%
1,295
+64
535
$157K 0.01%
3,193
536
$155K 0.01%
5,897
-510
537
$154K 0.01%
4,888
+950
538
$154K 0.01%
4,620
+1,916
539
$153K 0.01%
+3,793
540
$153K 0.01%
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541
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565
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542
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543
$151K 0.01%
588
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544
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5,000
545
$150K 0.01%
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546
$150K 0.01%
7,527
-188
547
$149K 0.01%
4,841
548
$147K 0.01%
1,891
-133
549
$146K 0.01%
481
+235
550
$146K 0.01%
528
20 21
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