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
601
$115K 0.01%
4,185
602
$115K 0.01%
1,236
+4
603
$114K 0.01%
4,800
604
$114K 0.01%
1,142
605
$114K 0.01%
5,100
+1,980
606
$113K 0.01%
505
607
$112K 0.01%
2,425
-1,000
608
$112K 0.01%
1,488
+53
609
$111K 0.01%
1,080
-81
610
$111K 0.01%
4,374
+42
611
$111K 0.01%
1,062
-8
612
$111K 0.01%
2,111
-43
613
$110K 0.01%
3,660
614
$109K 0.01%
1,453
-56
615
$108K 0.01%
1,146
+4
616
$108K 0.01%
2,807
+7
617
$108K 0.01%
650
-82
618
$108K 0.01%
4,020
619
$107K 0.01%
287
+45
620
$107K 0.01%
1,630
+223
621
$107K 0.01%
4,704
-1,114
622
$106K 0.01%
319
623
$106K 0.01%
1,871
-52
624
$106K 0.01%
3,070
625
$106K 0.01%
3,453
23 24
25
26 27