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
851
$44.8K ﹤0.01%
1,095
852
$44.5K ﹤0.01%
2,015
+494
853
$44.5K ﹤0.01%
2,009
854
$44K ﹤0.01%
1,195
+50
855
$43.8K ﹤0.01%
1,556
856
$43.5K ﹤0.01%
6,650
-2,700
857
$43.4K ﹤0.01%
277
+100
858
$43.4K ﹤0.01%
212
+127
859
$43.1K ﹤0.01%
397
+2
860
$43K ﹤0.01%
1,721
861
$42.9K ﹤0.01%
52
+23
862
$42.9K ﹤0.01%
1,818
863
$42.8K ﹤0.01%
1,538
+6
864
$42.8K ﹤0.01%
139
+13
865
$42.6K ﹤0.01%
1,883
866
$42.2K ﹤0.01%
509
867
$42.2K ﹤0.01%
550
+100
868
$41.7K ﹤0.01%
1,417
-99
869
$41.6K ﹤0.01%
1,288
870
$41.5K ﹤0.01%
2,640
+500
871
$41.4K ﹤0.01%
300
872
$41.1K ﹤0.01%
847
873
$41.1K ﹤0.01%
975
+210
874
$41K ﹤0.01%
370
+1
875
$41K ﹤0.01%
525