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
551
$146K 0.01%
+4,920
552
$145K 0.01%
464
553
$143K 0.01%
711
+166
554
$143K 0.01%
1,984
+475
555
$143K 0.01%
2,407
+39
556
$142K 0.01%
1,428
-171
557
$142K 0.01%
4,029
558
$140K 0.01%
690
559
$139K 0.01%
1,459
560
$139K 0.01%
623
-7
561
$138K 0.01%
1,280
+60
562
$138K 0.01%
2,064
+1
563
$137K 0.01%
8,000
+2,500
564
$137K 0.01%
272
-2
565
$137K 0.01%
1,241
-6
566
$135K 0.01%
1,323
+104
567
$134K 0.01%
1,400
+397
568
$133K 0.01%
2,850
569
$132K 0.01%
1,476
-462
570
$132K 0.01%
6,441
571
$131K 0.01%
647
-2
572
$129K 0.01%
2,589
573
$128K 0.01%
740
+172
574
$128K 0.01%
530
+3
575
$127K 0.01%
999
+317
21 22
23
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