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
1376
$7.38K ﹤0.01%
62
1377
$7.37K ﹤0.01%
500
1378
$7.32K ﹤0.01%
51
-3
1379
$7.32K ﹤0.01%
237
+5
1380
$7.22K ﹤0.01%
93
1381
$7.21K ﹤0.01%
175
+100
1382
$7.16K ﹤0.01%
315
-307
1383
$7.15K ﹤0.01%
695
1384
$7.14K ﹤0.01%
+121
1385
$7.11K ﹤0.01%
51
-167
1386
$7.09K ﹤0.01%
241
+9
1387
$7.07K ﹤0.01%
96
1388
$6.96K ﹤0.01%
+100
1389
$6.94K ﹤0.01%
1,050
-50
1390
$6.9K ﹤0.01%
38
-4
1391
$6.89K ﹤0.01%
577
+18
1392
$6.88K ﹤0.01%
205
-57
1393
$6.84K ﹤0.01%
134
-270
1394
$6.81K ﹤0.01%
338
1395
$6.73K ﹤0.01%
75
-10
1396
$6.66K ﹤0.01%
106
1397
$6.64K ﹤0.01%
54
1398
$6.63K ﹤0.01%
423
1399
$6.53K ﹤0.01%
16
1400
$6.51K ﹤0.01%
+100