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
1026
$24K ﹤0.01%
1,008
1027
$23.9K ﹤0.01%
147
-6
1028
$23.8K ﹤0.01%
316
-70
1029
$23.5K ﹤0.01%
80
1030
$23.5K ﹤0.01%
50
1031
$23.4K ﹤0.01%
760
1032
$23.4K ﹤0.01%
425
1033
$23.3K ﹤0.01%
43
-10
1034
$23.3K ﹤0.01%
1,100
-78
1035
$23.3K ﹤0.01%
1,885
1036
$23.1K ﹤0.01%
800
1037
$23.1K ﹤0.01%
1,268
+126
1038
$22.9K ﹤0.01%
1,350
-1,220
1039
$22.9K ﹤0.01%
519
+270
1040
$22.7K ﹤0.01%
316
1041
$22.5K ﹤0.01%
2,733
1042
$22.5K ﹤0.01%
50
-26
1043
$22.4K ﹤0.01%
1,285
-1,122
1044
$22.4K ﹤0.01%
190
-90
1045
$22.4K ﹤0.01%
266
1046
$22.3K ﹤0.01%
600
1047
$22.2K ﹤0.01%
300
1048
$22.2K ﹤0.01%
311
-40
1049
$22.1K ﹤0.01%
622
+260
1050
$22.1K ﹤0.01%
+635
40 41
42
43 44