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
1426
$5.67K ﹤0.01%
144
1427
$5.66K ﹤0.01%
60
1428
$5.6K ﹤0.01%
1,618
1429
$5.59K ﹤0.01%
105
-10
1430
$5.59K ﹤0.01%
500
1431
$5.55K ﹤0.01%
29
-189
1432
$5.51K ﹤0.01%
19
1433
$5.48K ﹤0.01%
47
-19
1434
$5.48K ﹤0.01%
142
1435
$5.47K ﹤0.01%
100
1436
$5.47K ﹤0.01%
167
1437
$5.45K ﹤0.01%
36
1438
$5.43K ﹤0.01%
96
1439
$5.38K ﹤0.01%
60
1440
$5.38K ﹤0.01%
50
1441
$5.33K ﹤0.01%
19
1442
$5.22K ﹤0.01%
162
1443
$5.17K ﹤0.01%
31
1444
$5.14K ﹤0.01%
51
+4
1445
$5.13K ﹤0.01%
261
+154
1446
$5.04K ﹤0.01%
72
-11
1447
$5.02K ﹤0.01%
+46
1448
$5K ﹤0.01%
95
-21
1449
$4.98K ﹤0.01%
1,120
+120
1450
$4.98K ﹤0.01%
500