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
951
$31.9K ﹤0.01%
823
-44
952
$31.9K ﹤0.01%
1,571
953
$31.9K ﹤0.01%
+250
954
$31.8K ﹤0.01%
163
955
$31.8K ﹤0.01%
875
956
$31.7K ﹤0.01%
607
+1
957
$31.6K ﹤0.01%
900
958
$31.6K ﹤0.01%
450
959
$31.5K ﹤0.01%
1,607
+7
960
$31.4K ﹤0.01%
411
-47
961
$31.2K ﹤0.01%
978
962
$30.9K ﹤0.01%
471
963
$30.8K ﹤0.01%
1,140
964
$30.7K ﹤0.01%
+480
965
$30.6K ﹤0.01%
287
-47
966
$30.5K ﹤0.01%
305
967
$30.4K ﹤0.01%
118
+27
968
$30.4K ﹤0.01%
320
-9
969
$30.3K ﹤0.01%
+1,350
970
$30K ﹤0.01%
1,424
971
$29.8K ﹤0.01%
307
-335
972
$29.7K ﹤0.01%
1,034
973
$29.6K ﹤0.01%
235
-204
974
$29.5K ﹤0.01%
69
-12
975
$29.4K ﹤0.01%
1,715
+1,411
37 38
39
40 41