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
776
$57.6K 0.01%
404
+10
777
$57.4K 0.01%
1,385
-290
778
$57.2K 0.01%
509
779
$57.1K 0.01%
2,725
780
$56.9K 0.01%
1,226
-85
781
$56.8K 0.01%
2,500
-2,555
782
$56.6K 0.01%
72
+5
783
$56.6K 0.01%
1,046
784
$56.2K 0.01%
2,445
+94
785
$55.8K 0.01%
787
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786
$55.4K 0.01%
916
-188
787
$55.3K 0.01%
1,000
788
$55.2K 0.01%
1,176
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789
$55.2K 0.01%
188
+9
790
$54.9K 0.01%
1,800
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791
$54.9K 0.01%
703
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792
$54.8K 0.01%
2,630
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793
$54.6K 0.01%
7,000
-3,000
794
$54.4K ﹤0.01%
2,006
795
$53.9K ﹤0.01%
455
-115
796
$53.6K ﹤0.01%
1,871
-50
797
$53.4K ﹤0.01%
308
+15
798
$53.1K ﹤0.01%
1,267
799
$53.1K ﹤0.01%
2,000
800
$53.1K ﹤0.01%
177
-7