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
1351
$8.15K ﹤0.01%
69
-22
1352
$8.14K ﹤0.01%
165
1353
$8.12K ﹤0.01%
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1354
$8.11K ﹤0.01%
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1355
$8.06K ﹤0.01%
55
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265
-95
1357
$7.94K ﹤0.01%
800
1358
$7.91K ﹤0.01%
225
1359
$7.91K ﹤0.01%
277
+100
1360
$7.88K ﹤0.01%
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1361
$7.83K ﹤0.01%
500
1362
$7.83K ﹤0.01%
72
-5
1363
$7.82K ﹤0.01%
200
1364
$7.81K ﹤0.01%
646
+228
1365
$7.75K ﹤0.01%
403
1366
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82
-20
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1368
$7.59K ﹤0.01%
140
+125
1369
$7.57K ﹤0.01%
77
-12
1370
$7.44K ﹤0.01%
63
-6
1371
$7.43K ﹤0.01%
458
-50
1372
$7.43K ﹤0.01%
207
-54
1373
$7.42K ﹤0.01%
+135
1374
$7.39K ﹤0.01%
510
1375
$7.38K ﹤0.01%
156