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
1126
$17.5K ﹤0.01%
631
-15
1127
$17.4K ﹤0.01%
232
1128
$17.3K ﹤0.01%
2,316
+46
1129
$17.3K ﹤0.01%
2,000
-1,000
1130
$17.2K ﹤0.01%
179
+1
1131
$17.2K ﹤0.01%
+140
1132
$17.2K ﹤0.01%
1,537
1133
$17.1K ﹤0.01%
91
1134
$17.1K ﹤0.01%
593
1135
$17K ﹤0.01%
500
1136
$17K ﹤0.01%
366
1137
$16.9K ﹤0.01%
784
1138
$16.9K ﹤0.01%
640
1139
$16.9K ﹤0.01%
3,450
+1,750
1140
$16.8K ﹤0.01%
201
1141
$16.8K ﹤0.01%
600
1142
$16.7K ﹤0.01%
476
1143
$16.6K ﹤0.01%
356
+284
1144
$16.6K ﹤0.01%
337
-96
1145
$16.6K ﹤0.01%
415
+265
1146
$16.5K ﹤0.01%
398
-60,282
1147
$16.4K ﹤0.01%
396
+101
1148
$16.4K ﹤0.01%
1,168
-1,278
1149
$16.4K ﹤0.01%
287
-3
1150
$16.4K ﹤0.01%
11
-3