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
1301
$9.79K ﹤0.01%
202
-41
1302
$9.78K ﹤0.01%
340
1303
$9.73K ﹤0.01%
46
-7
1304
$9.71K ﹤0.01%
174
-94
1305
$9.71K ﹤0.01%
95
1306
$9.61K ﹤0.01%
674
1307
$9.6K ﹤0.01%
360
1308
$9.58K ﹤0.01%
391
1309
$9.55K ﹤0.01%
400
1310
$9.54K ﹤0.01%
200
1311
$9.53K ﹤0.01%
2,500
1312
$9.52K ﹤0.01%
77
1313
$9.47K ﹤0.01%
8,613
+109
1314
$9.45K ﹤0.01%
100
1315
$9.38K ﹤0.01%
695
+125
1316
$9.36K ﹤0.01%
351
-87
1317
$9.35K ﹤0.01%
111
1318
$9.3K ﹤0.01%
443
1319
$9.3K ﹤0.01%
150
+140
1320
$9.29K ﹤0.01%
159
1321
$9.28K ﹤0.01%
325
1322
$9.27K ﹤0.01%
40
+16
1323
$9.2K ﹤0.01%
3,409
1324
$9.14K ﹤0.01%
157
-1,185
1325
$9.14K ﹤0.01%
46
-14