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
751
$62.5K 0.01%
1,692
-119
752
$62K 0.01%
1,667
+1,662
753
$61.5K 0.01%
1,685
754
$61.3K 0.01%
841
755
$60.9K 0.01%
774
+121
756
$60.8K 0.01%
1,117
757
$60.4K 0.01%
1,500
758
$60.2K 0.01%
2,715
759
$59.9K 0.01%
273
-28
760
$59.9K 0.01%
1,797
761
$59.7K 0.01%
3,474
762
$59.4K 0.01%
2,970
763
$59.4K 0.01%
1,100
-60
764
$59.4K 0.01%
+1,740
765
$59.4K 0.01%
246
-8
766
$59.3K 0.01%
43,318
+6,473
767
$58.7K 0.01%
416
-220
768
$58.6K 0.01%
703
769
$58.6K 0.01%
424
770
$58.2K 0.01%
779
771
$58.2K 0.01%
181
-11
772
$58.1K 0.01%
15,368
773
$58.1K 0.01%
188
-6
774
$57.9K 0.01%
+1,280
775
$57.8K 0.01%
1,010
-500
29 30
31
32 33