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
1251
$11.6K ﹤0.01%
50
-19
1252
$11.6K ﹤0.01%
202
1253
$11.5K ﹤0.01%
276
1254
$11.5K ﹤0.01%
92
1255
$11.5K ﹤0.01%
243
1256
$11.5K ﹤0.01%
1,103
-11
1257
$11.4K ﹤0.01%
100
1258
$11.4K ﹤0.01%
325
+153
1259
$11.3K ﹤0.01%
1,017
1260
$11.3K ﹤0.01%
215
1261
$11.3K ﹤0.01%
275
1262
$11.3K ﹤0.01%
387
1263
$11.2K ﹤0.01%
115
+23
1264
$11.2K ﹤0.01%
420
1265
$11.2K ﹤0.01%
136
1266
$11.1K ﹤0.01%
84
-1
1267
$11.1K ﹤0.01%
167
1268
$11.1K ﹤0.01%
115
1269
$11.1K ﹤0.01%
116
-53
1270
$11K ﹤0.01%
260
1271
$10.9K ﹤0.01%
124
-111
1272
$10.8K ﹤0.01%
300
+100
1273
$10.8K ﹤0.01%
169
1274
$10.8K ﹤0.01%
328
1275
$10.8K ﹤0.01%
559