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
701
$75.9K 0.01%
390
-66
702
$75K 0.01%
1,000
703
$74.8K 0.01%
2,711
704
$74.7K 0.01%
313
-13
705
$74.4K 0.01%
2,794
-156
706
$73.6K 0.01%
1,355
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707
$73.4K 0.01%
435
708
$73.1K 0.01%
301
709
$72.9K 0.01%
3,263
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710
$72.6K 0.01%
322
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69
712
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3,094
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$71.8K 0.01%
1,915
714
$71.7K 0.01%
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715
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1,106
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716
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1,250
717
$71K 0.01%
2,300
-1,100
718
$70.9K 0.01%
3,687
719
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903
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476
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721
$70.5K 0.01%
3,678
722
$70.5K 0.01%
344
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$70.5K 0.01%
882
+117
724
$70.4K 0.01%
1,142
-61
725
$70.3K 0.01%
1,545
-985