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
626
$106K 0.01%
576
+4
627
$105K 0.01%
1,495
628
$105K 0.01%
2,882
629
$104K 0.01%
2,199
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630
$104K 0.01%
1,602
-82
631
$103K 0.01%
755
+2
632
$103K 0.01%
1,965
633
$103K 0.01%
1,345
634
$102K 0.01%
2,766
635
$101K 0.01%
2,599
-276
636
$101K 0.01%
2,268
637
$101K 0.01%
+3,905
638
$101K 0.01%
446
-104
639
$100K 0.01%
2,693
640
$99.6K 0.01%
+2,000
641
$99.5K 0.01%
+2,289
642
$98.8K 0.01%
1,940
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643
$96.9K 0.01%
520
644
$96.6K 0.01%
3,004
+78
645
$96.4K 0.01%
1,215
646
$95.8K 0.01%
1,316
+15
647
$95.8K 0.01%
760
+30
648
$95.5K 0.01%
2,025
+436
649
$95.2K 0.01%
848
-65
650
$95.2K 0.01%
910
-195
24 25
26
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