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
1626
$1.99K ﹤0.01%
1,000
1627
$1.98K ﹤0.01%
36
1628
$1.97K ﹤0.01%
282
1629
$1.94K ﹤0.01%
27
+15
1630
$1.94K ﹤0.01%
17
1631
$1.92K ﹤0.01%
65
+40
1632
$1.92K ﹤0.01%
16
+7
1633
$1.89K ﹤0.01%
23
1634
$1.89K ﹤0.01%
39
1635
$1.89K ﹤0.01%
36
1636
$1.87K ﹤0.01%
205
+65
1637
$1.84K ﹤0.01%
+1,033
1638
$1.81K ﹤0.01%
140
1639
$1.8K ﹤0.01%
13
-5
1640
$1.8K ﹤0.01%
96
1641
$1.77K ﹤0.01%
10
1642
$1.77K ﹤0.01%
185
1643
$1.77K ﹤0.01%
+21
1644
$1.76K ﹤0.01%
17
-16
1645
$1.73K ﹤0.01%
20
1646
$1.73K ﹤0.01%
7
1647
$1.73K ﹤0.01%
140
+93
1648
$1.72K ﹤0.01%
35
1649
$1.71K ﹤0.01%
43
1650
$1.71K ﹤0.01%
200