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
101
$2.57M 0.23%
42,553
+1,603
102
$2.49M 0.23%
20,860
-12,796
103
$2.47M 0.22%
+49,305
104
$2.45M 0.22%
45,828
+1,766
105
$2.43M 0.22%
15,311
-3,616
106
$2.4M 0.22%
14,970
+420
107
$2.4M 0.22%
20,196
-974
108
$2.38M 0.22%
25,956
-392
109
$2.36M 0.21%
46,935
-885
110
$2.35M 0.21%
19,829
+3,982
111
$2.34M 0.21%
34,105
-3,929
112
$2.29M 0.21%
55,638
-1,449
113
$2.29M 0.21%
34,409
114
$2.28M 0.21%
21,373
+876
115
$2.26M 0.21%
16,877
+2,518
116
$2.23M 0.2%
56,030
+34,519
117
$2.23M 0.2%
49,039
-997
118
$2.2M 0.2%
92,774
-2,982
119
$2.13M 0.19%
15,542
+3
120
$2.12M 0.19%
25,990
+837
121
$2.1M 0.19%
9,637
-793
122
$2.09M 0.19%
20,824
-525
123
$2.08M 0.19%
10,909
+1,539
124
$2.07M 0.19%
26,872
-11,089
125
$2.05M 0.19%
4,648
+106