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
976
$29.4K ﹤0.01%
430
977
$29.3K ﹤0.01%
612
978
$29.1K ﹤0.01%
1,710
+630
979
$29K ﹤0.01%
210
-13
980
$29K ﹤0.01%
117
-35
981
$28.9K ﹤0.01%
664
+14
982
$28.8K ﹤0.01%
389
-5
983
$28.7K ﹤0.01%
420
984
$28.4K ﹤0.01%
1,207
-376
985
$28.3K ﹤0.01%
2,598
986
$28.3K ﹤0.01%
108
+107
987
$28.2K ﹤0.01%
1,250
+467
988
$28.1K ﹤0.01%
249
989
$28.1K ﹤0.01%
959
990
$28.1K ﹤0.01%
429
+103
991
$28K ﹤0.01%
144
992
$27.8K ﹤0.01%
3,796
+26
993
$27.2K ﹤0.01%
537
994
$27.2K ﹤0.01%
+180
995
$27.1K ﹤0.01%
456
+15
996
$27K ﹤0.01%
993
997
$26.9K ﹤0.01%
1,600
998
$26.9K ﹤0.01%
446
-205
999
$26.7K ﹤0.01%
6,168
-2,200
1000
$26.7K ﹤0.01%
499
+3