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
1601
$2.23K ﹤0.01%
52
1602
$2.21K ﹤0.01%
72
1603
$2.21K ﹤0.01%
65
1604
$2.18K ﹤0.01%
400
1605
$2.13K ﹤0.01%
46
-184
1606
$2.12K ﹤0.01%
49
1607
$2.12K ﹤0.01%
+44
1608
$2.12K ﹤0.01%
230
1609
$2.09K ﹤0.01%
411
1610
$2.09K ﹤0.01%
35
1611
$2.09K ﹤0.01%
14
+10
1612
$2.06K ﹤0.01%
7
1613
$2.06K ﹤0.01%
36
1614
$2.05K ﹤0.01%
22
1615
$2.04K ﹤0.01%
14
1616
$2.04K ﹤0.01%
5
1617
$2.04K ﹤0.01%
+277
1618
$2.04K ﹤0.01%
+87
1619
$2.03K ﹤0.01%
5
+3
1620
$2.02K ﹤0.01%
56
1621
$2.02K ﹤0.01%
65
1622
$2.01K ﹤0.01%
91
1623
$2K ﹤0.01%
10
+3
1624
$2K ﹤0.01%
27
+7
1625
$2K ﹤0.01%
62
+54