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
126
$2.04M 0.19%
14,739
+329
127
$2.04M 0.19%
40,186
+12,752
128
$2M 0.18%
13,297
+173
129
$1.97M 0.18%
9,726
+254
130
$1.96M 0.18%
16,261
+1,747
131
$1.95M 0.18%
6,225
+6
132
$1.95M 0.18%
59,323
+8,844
133
$1.95M 0.18%
28,420
+843
134
$1.94M 0.18%
15,125
+1,770
135
$1.93M 0.18%
90,297
-453
136
$1.93M 0.17%
5,663
-44
137
$1.87M 0.17%
24,040
+2,080
138
$1.87M 0.17%
36,499
+3,220
139
$1.84M 0.17%
59,443
+2,334
140
$1.81M 0.16%
34,140
-44,223
141
$1.81M 0.16%
20,505
+71
142
$1.81M 0.16%
44,937
143
$1.77M 0.16%
12,099
-69
144
$1.74M 0.16%
11,112
-106
145
$1.73M 0.16%
22,237
+264
146
$1.67M 0.15%
1,014
-26
147
$1.66M 0.15%
27,881
+18,594
148
$1.65M 0.15%
11,078
+5
149
$1.64M 0.15%
6,251
+137
150
$1.64M 0.15%
47,324
+29,931