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
1101
$18.4K ﹤0.01%
125
1102
$18.4K ﹤0.01%
867
+11
1103
$18.4K ﹤0.01%
784
1104
$18.4K ﹤0.01%
201
+1
1105
$18.3K ﹤0.01%
516
1106
$18.3K ﹤0.01%
622
+43
1107
$18.3K ﹤0.01%
434
-825
1108
$18.3K ﹤0.01%
2,893
1109
$18.3K ﹤0.01%
1,580
1110
$18.3K ﹤0.01%
806
+10
1111
$18.2K ﹤0.01%
100
1112
$18.2K ﹤0.01%
734
+8
1113
$18.2K ﹤0.01%
92
1114
$18.1K ﹤0.01%
31
-4
1115
$18.1K ﹤0.01%
244
+144
1116
$18.1K ﹤0.01%
22
-12
1117
$18.1K ﹤0.01%
960
+699
1118
$18K ﹤0.01%
901
1119
$18K ﹤0.01%
2,199
1120
$17.9K ﹤0.01%
255
1121
$17.9K ﹤0.01%
+250
1122
$17.9K ﹤0.01%
753
+8
1123
$17.8K ﹤0.01%
173
-7
1124
$17.7K ﹤0.01%
890
-1,792
1125
$17.7K ﹤0.01%
525