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
801
$52.8K ﹤0.01%
751
-13,376
802
$52.8K ﹤0.01%
862
803
$52.5K ﹤0.01%
1,421
804
$52.4K ﹤0.01%
191
+7
805
$52.2K ﹤0.01%
571
-62
806
$51.6K ﹤0.01%
860
-220
807
$51.5K ﹤0.01%
100
808
$51.1K ﹤0.01%
171
-71
809
$50.7K ﹤0.01%
90
-6
810
$50.6K ﹤0.01%
677
811
$50.5K ﹤0.01%
1,073
+68
812
$50.4K ﹤0.01%
663
-12
813
$50.4K ﹤0.01%
369
+13
814
$50.3K ﹤0.01%
389
815
$49.9K ﹤0.01%
1,545
816
$49.5K ﹤0.01%
281
-68
817
$49.4K ﹤0.01%
1,200
818
$49.4K ﹤0.01%
924
819
$49.3K ﹤0.01%
532
+522
820
$49.3K ﹤0.01%
700
-12
821
$49.2K ﹤0.01%
10,617
822
$49.1K ﹤0.01%
847
+6
823
$48.9K ﹤0.01%
1,101
824
$48.4K ﹤0.01%
1,003
825
$48.2K ﹤0.01%
90
31 32
33
34 35