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
1276
$10.8K ﹤0.01%
5,000
-5,000
1277
$10.7K ﹤0.01%
233
-203
1278
$10.7K ﹤0.01%
150
1279
$10.6K ﹤0.01%
1,918
+60
1280
$10.6K ﹤0.01%
300
-100
1281
$10.5K ﹤0.01%
+2,500
1282
$10.5K ﹤0.01%
637
+128
1283
$10.5K ﹤0.01%
71
1284
$10.5K ﹤0.01%
161
-63
1285
$10.4K ﹤0.01%
555
1286
$10.2K ﹤0.01%
64
-1
1287
$10.2K ﹤0.01%
247
-18
1288
$10.2K ﹤0.01%
232
+2
1289
$10.2K ﹤0.01%
112
1290
$10.2K ﹤0.01%
98
1291
$10.1K ﹤0.01%
272
-1
1292
$10.1K ﹤0.01%
1,700
+1,050
1293
$10K ﹤0.01%
312
1294
$10K ﹤0.01%
200
1295
$10K ﹤0.01%
189
1296
$9.94K ﹤0.01%
779
1297
$9.91K ﹤0.01%
237
1298
$9.9K ﹤0.01%
100
1299
$9.83K ﹤0.01%
202
+75
1300
$9.8K ﹤0.01%
200