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
1326
$9.12K ﹤0.01%
140
1327
$9.11K ﹤0.01%
115
-38
1328
$9.07K ﹤0.01%
205
1329
$9.04K ﹤0.01%
76
-5
1330
$9.02K ﹤0.01%
51
-24
1331
$8.85K ﹤0.01%
181
1332
$8.82K ﹤0.01%
230
1333
$8.78K ﹤0.01%
335
1334
$8.7K ﹤0.01%
1,372
1335
$8.68K ﹤0.01%
16
-3
1336
$8.68K ﹤0.01%
+250
1337
$8.66K ﹤0.01%
93
+1
1338
$8.66K ﹤0.01%
200
1339
$8.62K ﹤0.01%
301
+184
1340
$8.62K ﹤0.01%
63
-5
1341
$8.53K ﹤0.01%
500
1342
$8.47K ﹤0.01%
150
1343
$8.47K ﹤0.01%
89
-31
1344
$8.46K ﹤0.01%
150
1345
$8.46K ﹤0.01%
79
-312
1346
$8.44K ﹤0.01%
100
1347
$8.39K ﹤0.01%
6
1348
$8.31K ﹤0.01%
93
-10
1349
$8.29K ﹤0.01%
38
1350
$8.26K ﹤0.01%
75
-24