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
676
$85.6K 0.01%
2,257
+41
677
$84.4K 0.01%
1,354
+1
678
$84.1K 0.01%
1,004
-567
679
$84.1K 0.01%
496
-12
680
$83.8K 0.01%
1,000
681
$83.4K 0.01%
3,800
+3,500
682
$82.3K 0.01%
1,634
683
$82.2K 0.01%
2,090
-15
684
$81.9K 0.01%
518
-20
685
$81.6K 0.01%
516
686
$81.3K 0.01%
535
-41
687
$81.1K 0.01%
3,829
+110
688
$81K 0.01%
847
+25
689
$80.4K 0.01%
1,275
+14
690
$80.1K 0.01%
4,016
+10
691
$80K 0.01%
1,911
-38
692
$78.7K 0.01%
379
-106
693
$78.2K 0.01%
1,945
694
$78K 0.01%
1,623
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695
$77.3K 0.01%
1,358
696
$77.2K 0.01%
1,061
697
$76.5K 0.01%
5,700
+66
698
$76.3K 0.01%
+2,185
699
$76.2K 0.01%
3,112
+12
700
$76.2K 0.01%
2,866
-730