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
1051
$22K ﹤0.01%
490
1052
$22K ﹤0.01%
458
-172
1053
$21.9K ﹤0.01%
8,783
1054
$21.9K ﹤0.01%
803
1055
$21.9K ﹤0.01%
255
-10
1056
$21.9K ﹤0.01%
319
-546
1057
$21.8K ﹤0.01%
1,500
1058
$21.8K ﹤0.01%
395
1059
$21.8K ﹤0.01%
173
-10
1060
$21.8K ﹤0.01%
144
+8
1061
$21.7K ﹤0.01%
2,920
+93
1062
$21.7K ﹤0.01%
105
-14
1063
$21.7K ﹤0.01%
409
-73
1064
$21.5K ﹤0.01%
1,724
1065
$21.5K ﹤0.01%
860
1066
$21.4K ﹤0.01%
162
-10
1067
$21.3K ﹤0.01%
531
-20
1068
$21.2K ﹤0.01%
1,010
+24
1069
$21.2K ﹤0.01%
44
-9
1070
$21.1K ﹤0.01%
866
-1,230
1071
$21.1K ﹤0.01%
244
+184
1072
$21.1K ﹤0.01%
1,370
1073
$20.9K ﹤0.01%
380
1074
$20.8K ﹤0.01%
845
1075
$20.8K ﹤0.01%
123
-21