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
1401
$6.49K ﹤0.01%
210
+185
1402
$6.47K ﹤0.01%
200
-98
1403
$6.43K ﹤0.01%
53
-22
1404
$6.42K ﹤0.01%
60
1405
$6.37K ﹤0.01%
38
-11
1406
$6.31K ﹤0.01%
280
1407
$6.3K ﹤0.01%
45
1408
$6.24K ﹤0.01%
155
1409
$6.17K ﹤0.01%
69
1410
$6.16K ﹤0.01%
200
-200
1411
$6.14K ﹤0.01%
57
-27
1412
$6.11K ﹤0.01%
264
+45
1413
$6.03K ﹤0.01%
52
1414
$6.03K ﹤0.01%
147
1415
$6.03K ﹤0.01%
556
1416
$5.96K ﹤0.01%
41
-69
1417
$5.88K ﹤0.01%
1,059
1418
$5.86K ﹤0.01%
262
1419
$5.84K ﹤0.01%
500
1420
$5.82K ﹤0.01%
266
-133
1421
$5.81K ﹤0.01%
29
-1
1422
$5.76K ﹤0.01%
88
1423
$5.73K ﹤0.01%
135
1424
$5.7K ﹤0.01%
185
1425
$5.68K ﹤0.01%
127
-97