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
76
$3.51M 0.32%
157,320
+3,183
77
$3.49M 0.32%
181,910
+14,566
78
$3.47M 0.32%
16,261
-798
79
$3.44M 0.31%
23,592
+496
80
$3.43M 0.31%
18,723
+130
81
$3.4M 0.31%
69,788
+10,371
82
$3.39M 0.31%
102,812
+19,012
83
$3.37M 0.31%
30,575
+2,255
84
$3.37M 0.31%
6,615
+648
85
$3.29M 0.3%
16,738
+256
86
$3.22M 0.29%
141,322
+312
87
$3.08M 0.28%
7,011
+310
88
$3.04M 0.28%
83,789
+24,629
89
$3.04M 0.28%
18,923
-1,799
90
$2.98M 0.27%
52,514
+12,788
91
$2.94M 0.27%
31,692
+3,101
92
$2.92M 0.27%
28,854
-266
93
$2.92M 0.27%
6,702
+123
94
$2.91M 0.26%
48,509
+118
95
$2.87M 0.26%
15,740
-481
96
$2.84M 0.26%
17,198
-112
97
$2.82M 0.26%
62,696
+653
98
$2.81M 0.25%
11,589
+505
99
$2.76M 0.25%
10,500
-417
100
$2.69M 0.24%
2,972
-36
2 3
4
5 6