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
1576
$2.46K ﹤0.01%
67
-83
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1578
$2.44K ﹤0.01%
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1579
$2.43K ﹤0.01%
10
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1580
$2.42K ﹤0.01%
99
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1581
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1582
$2.38K ﹤0.01%
13
-5
1583
$2.36K ﹤0.01%
351
1584
$2.36K ﹤0.01%
4
-38
1585
$2.36K ﹤0.01%
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1586
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1587
$2.34K ﹤0.01%
22
-37
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262
-252
1589
$2.32K ﹤0.01%
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+7
1590
$2.3K ﹤0.01%
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-15
1591
$2.28K ﹤0.01%
+150
1592
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1593
$2.27K ﹤0.01%
27
1594
$2.26K ﹤0.01%
161
1595
$2.25K ﹤0.01%
77
1596
$2.25K ﹤0.01%
+270
1597
$2.25K ﹤0.01%
100
1598
$2.24K ﹤0.01%
45
-5
1599
$2.24K ﹤0.01%
10
+5
1600
$2.23K ﹤0.01%
26