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
651
$95.2K 0.01%
367
-41
652
$95K 0.01%
+3,125
653
$95K 0.01%
2,335
654
$94.9K 0.01%
410
+1
655
$94.5K 0.01%
3,306
656
$94.3K 0.01%
1,647
+398
657
$94.1K 0.01%
+3,010
658
$94K 0.01%
1,200
-1
659
$93.9K 0.01%
1,595
660
$93.9K 0.01%
766
661
$93.8K 0.01%
1,873
+1
662
$93.5K 0.01%
721
-135
663
$93.1K 0.01%
1,300
-2,007
664
$93K 0.01%
56,021
+90
665
$92.5K 0.01%
1,053
+5
666
$92.3K 0.01%
5,677
667
$92.1K 0.01%
1,978
+66
668
$92.1K 0.01%
2,932
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669
$91.1K 0.01%
2,000
670
$90.5K 0.01%
1,256
+4
671
$89.3K 0.01%
2,200
672
$87.4K 0.01%
1,110
-61
673
$87.4K 0.01%
3,437
-3,615
674
$87.3K 0.01%
1,259
-64
675
$86.7K 0.01%
1,219
+540