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
1001
$26.4K ﹤0.01%
2,724
1002
$26.4K ﹤0.01%
487
-35
1003
$26.2K ﹤0.01%
642
+45
1004
$26.1K ﹤0.01%
2,625
-89
1005
$26K ﹤0.01%
67
-9
1006
$26K ﹤0.01%
171
-5
1007
$25.8K ﹤0.01%
205
1008
$25.6K ﹤0.01%
177
-6
1009
$25.5K ﹤0.01%
921
+894
1010
$25.5K ﹤0.01%
4,000
1011
$25.5K ﹤0.01%
204
1012
$25.4K ﹤0.01%
285
+3
1013
$25.3K ﹤0.01%
2,237
+1,840
1014
$25.2K ﹤0.01%
620
1015
$25.1K ﹤0.01%
+2,000
1016
$24.9K ﹤0.01%
81
-38
1017
$24.9K ﹤0.01%
600
1018
$24.9K ﹤0.01%
202
-200
1019
$24.8K ﹤0.01%
59
+5
1020
$24.7K ﹤0.01%
+3,510
1021
$24.6K ﹤0.01%
650
1022
$24.5K ﹤0.01%
500
1023
$24.5K ﹤0.01%
+900
1024
$24.5K ﹤0.01%
1,500
1025
$24.1K ﹤0.01%
535
39 40
41
42 43