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
1551
$2.84K ﹤0.01%
143
1552
$2.84K ﹤0.01%
+130
1553
$2.83K ﹤0.01%
65
1554
$2.83K ﹤0.01%
28
1555
$2.81K ﹤0.01%
30
1556
$2.81K ﹤0.01%
250
1557
$2.8K ﹤0.01%
+247
1558
$2.75K ﹤0.01%
11
+6
1559
$2.75K ﹤0.01%
+75
1560
$2.72K ﹤0.01%
12
1561
$2.71K ﹤0.01%
+300
1562
$2.71K ﹤0.01%
279
+159
1563
$2.71K ﹤0.01%
47
1564
$2.71K ﹤0.01%
+300
1565
$2.7K ﹤0.01%
100
-100
1566
$2.62K ﹤0.01%
108
1567
$2.59K ﹤0.01%
555
1568
$2.59K ﹤0.01%
1,640
1569
$2.59K ﹤0.01%
17
1570
$2.57K ﹤0.01%
20
1571
$2.53K ﹤0.01%
+100
1572
$2.51K ﹤0.01%
58
1573
$2.5K ﹤0.01%
50
-175
1574
$2.5K ﹤0.01%
+300
1575
$2.47K ﹤0.01%
45
+30
61 62
63
64 65