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
1476
$4.23K ﹤0.01%
90
1477
$4.22K ﹤0.01%
153
-142
1478
$4.2K ﹤0.01%
27
+15
1479
$4.13K ﹤0.01%
25
1480
$4.11K ﹤0.01%
+55
1481
$4.11K ﹤0.01%
56
+16
1482
$4.08K ﹤0.01%
62
1483
$4.07K ﹤0.01%
147
-1,078
1484
$4.06K ﹤0.01%
141
1485
$4.01K ﹤0.01%
54
1486
$4K ﹤0.01%
42
1487
$3.99K ﹤0.01%
960
-970
1488
$3.95K ﹤0.01%
163
1489
$3.93K ﹤0.01%
1,164
+333
1490
$3.9K ﹤0.01%
250
1491
$3.89K ﹤0.01%
39
-68
1492
$3.88K ﹤0.01%
100
1493
$3.88K ﹤0.01%
113
1494
$3.87K ﹤0.01%
20
1495
$3.85K ﹤0.01%
214
-38
1496
$3.84K ﹤0.01%
37
1497
$3.84K ﹤0.01%
82
1498
$3.83K ﹤0.01%
100
1499
$3.82K ﹤0.01%
300
1500
$3.8K ﹤0.01%
75