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
1501
$3.68K ﹤0.01%
58
1502
$3.67K ﹤0.01%
35
1503
$3.65K ﹤0.01%
56
-41
1504
$3.64K ﹤0.01%
102
1505
$3.64K ﹤0.01%
71
-332
1506
$3.61K ﹤0.01%
7
1507
$3.61K ﹤0.01%
28
1508
$3.6K ﹤0.01%
157
1509
$3.57K ﹤0.01%
115
1510
$3.56K ﹤0.01%
1,200
1511
$3.56K ﹤0.01%
70
+25
1512
$3.56K ﹤0.01%
80
-93
1513
$3.52K ﹤0.01%
2,500
1514
$3.5K ﹤0.01%
266
+7
1515
$3.48K ﹤0.01%
100
1516
$3.42K ﹤0.01%
36
1517
$3.39K ﹤0.01%
139
+125
1518
$3.36K ﹤0.01%
47
-10
1519
$3.36K ﹤0.01%
55
+1
1520
$3.35K ﹤0.01%
29
1521
$3.33K ﹤0.01%
34
-27
1522
$3.32K ﹤0.01%
20
-2
1523
$3.31K ﹤0.01%
37
+10
1524
$3.3K ﹤0.01%
250
1525
$3.27K ﹤0.01%
165
-650