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
901
$37.8K ﹤0.01%
207
902
$37.6K ﹤0.01%
1,672
-141
903
$37.5K ﹤0.01%
1,181
+233
904
$37.4K ﹤0.01%
922
905
$37.4K ﹤0.01%
300
906
$37.3K ﹤0.01%
416
907
$37.3K ﹤0.01%
2,500
908
$37.1K ﹤0.01%
727
+2
909
$37.1K ﹤0.01%
2,130
-1,600
910
$37K ﹤0.01%
1,000
911
$37K ﹤0.01%
250
-65
912
$36.9K ﹤0.01%
3,474
+22
913
$36.8K ﹤0.01%
445
+10
914
$36.7K ﹤0.01%
200
915
$36.5K ﹤0.01%
3,189
916
$36.4K ﹤0.01%
956
+11
917
$36.3K ﹤0.01%
490
918
$36K ﹤0.01%
304
919
$35.9K ﹤0.01%
565
+177
920
$35.9K ﹤0.01%
1,172
921
$35.8K ﹤0.01%
1,482
922
$35.7K ﹤0.01%
542
+330
923
$35.7K ﹤0.01%
9
+6
924
$35.5K ﹤0.01%
+1,579
925
$35.3K ﹤0.01%
323
+6
35 36
37
38 39