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
726
$70K 0.01%
7,155
+2,005
727
$69.9K 0.01%
+1,170
728
$69.5K 0.01%
282
+46
729
$69.1K 0.01%
3,675
-1,300
730
$68.6K 0.01%
570
-1,150
731
$68.4K 0.01%
1,886
+13
732
$67.9K 0.01%
935
-24
733
$67.8K 0.01%
538
+109
734
$67.8K 0.01%
2,664
+78
735
$67.8K 0.01%
1,400
736
$67.7K 0.01%
966
+18
737
$66.8K 0.01%
1,923
+60
738
$66.5K 0.01%
903
739
$66K 0.01%
2,300
740
$66K 0.01%
2,406
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741
$65.7K 0.01%
1,325
-1
742
$64.9K 0.01%
469
743
$64.6K 0.01%
1,600
744
$64.3K 0.01%
4,880
+70
745
$64.2K 0.01%
849
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746
$63.9K 0.01%
780
-320
747
$63.5K 0.01%
480
748
$63.5K 0.01%
2,083
-6,112
749
$63.2K 0.01%
289
+281
750
$62.6K 0.01%
1,532