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
826
$48.1K ﹤0.01%
+963
827
$48.1K ﹤0.01%
365
+60
828
$48K ﹤0.01%
+425
829
$47.7K ﹤0.01%
2,052
830
$47.6K ﹤0.01%
1,800
-100
831
$47.4K ﹤0.01%
1,141
832
$47.4K ﹤0.01%
379
+2
833
$47.3K ﹤0.01%
5,721
+2,773
834
$47.2K ﹤0.01%
885
+255
835
$47K ﹤0.01%
455
+1
836
$46.7K ﹤0.01%
1,231
+5
837
$46.5K ﹤0.01%
1,708
+834
838
$46.3K ﹤0.01%
4,290
+2,848
839
$46.3K ﹤0.01%
392
-7
840
$46.3K ﹤0.01%
2,775
-525
841
$45.9K ﹤0.01%
545
-10
842
$45.8K ﹤0.01%
1,027
843
$45.8K ﹤0.01%
1,584
+165
844
$45.7K ﹤0.01%
831
+44
845
$45.7K ﹤0.01%
892
-118
846
$45.4K ﹤0.01%
673
+39
847
$45.1K ﹤0.01%
1,017
+808
848
$44.9K ﹤0.01%
1,500
849
$44.8K ﹤0.01%
657
+135
850
$44.8K ﹤0.01%
802
+17