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
1151
$16.3K ﹤0.01%
148
1152
$16.3K ﹤0.01%
717
+59
1153
$16.3K ﹤0.01%
858
+42
1154
$16.1K ﹤0.01%
135
+10
1155
$16.1K ﹤0.01%
+790
1156
$16.1K ﹤0.01%
92
1157
$16.1K ﹤0.01%
200
-3
1158
$16K ﹤0.01%
715
1159
$15.9K ﹤0.01%
481
1160
$15.9K ﹤0.01%
335
1161
$15.8K ﹤0.01%
2,330
1162
$15.8K ﹤0.01%
720
+5
1163
$15.8K ﹤0.01%
+1,400
1164
$15.8K ﹤0.01%
2,250
1165
$15.8K ﹤0.01%
282
+11
1166
$15.7K ﹤0.01%
72
+1
1167
$15.7K ﹤0.01%
512
-116
1168
$15.6K ﹤0.01%
269
-311
1169
$15.4K ﹤0.01%
450
1170
$15.3K ﹤0.01%
310
+10
1171
$15.2K ﹤0.01%
90
-16
1172
$15.1K ﹤0.01%
355
1173
$15.1K ﹤0.01%
172
-20
1174
$15.1K ﹤0.01%
400
1175
$15K ﹤0.01%
195
-27