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
1076
$20.7K ﹤0.01%
462
+7
1077
$20.7K ﹤0.01%
616
1078
$20.6K ﹤0.01%
523
1079
$20.6K ﹤0.01%
410
-1,089
1080
$20.4K ﹤0.01%
153
1081
$20.2K ﹤0.01%
376
1082
$20.1K ﹤0.01%
+711
1083
$20.1K ﹤0.01%
1,417
+3
1084
$19.8K ﹤0.01%
+780
1085
$19.8K ﹤0.01%
37
-8
1086
$19.7K ﹤0.01%
300
1087
$19.6K ﹤0.01%
70
-15
1088
$19.4K ﹤0.01%
999
1089
$19.4K ﹤0.01%
80
-24
1090
$19.2K ﹤0.01%
100
-100
1091
$19.2K ﹤0.01%
730
1092
$19.1K ﹤0.01%
443
1093
$19.1K ﹤0.01%
592
+7
1094
$19.1K ﹤0.01%
2,000
1095
$19K ﹤0.01%
390
-72
1096
$19K ﹤0.01%
248
1097
$18.9K ﹤0.01%
25
-21
1098
$18.9K ﹤0.01%
100
1099
$18.9K ﹤0.01%
498
1100
$18.5K ﹤0.01%
650