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
1651
$1.69K ﹤0.01%
9
+4
1652
$1.68K ﹤0.01%
39
1653
$1.68K ﹤0.01%
1,000
-100
1654
$1.66K ﹤0.01%
669
1655
$1.66K ﹤0.01%
19
-8
1656
$1.66K ﹤0.01%
8
1657
$1.64K ﹤0.01%
14
-10
1658
$1.63K ﹤0.01%
98
-17
1659
$1.63K ﹤0.01%
36
+25
1660
$1.62K ﹤0.01%
15
1661
$1.62K ﹤0.01%
15
1662
$1.61K ﹤0.01%
15
1663
$1.6K ﹤0.01%
259
1664
$1.59K ﹤0.01%
100
1665
$1.59K ﹤0.01%
12
1666
$1.59K ﹤0.01%
80
+50
1667
$1.59K ﹤0.01%
38
1668
$1.58K ﹤0.01%
25
-9
1669
$1.56K ﹤0.01%
36
1670
$1.56K ﹤0.01%
12
1671
$1.54K ﹤0.01%
49
+35
1672
$1.53K ﹤0.01%
40
+6
1673
$1.52K ﹤0.01%
15
-31
1674
$1.52K ﹤0.01%
55
1675
$1.52K ﹤0.01%
+61