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
1676
$1.52K ﹤0.01%
+144
1677
$1.52K ﹤0.01%
30
1678
$1.51K ﹤0.01%
306
1679
$1.51K ﹤0.01%
30
1680
$1.51K ﹤0.01%
28
-35
1681
$1.5K ﹤0.01%
28
+5
1682
$1.48K ﹤0.01%
7
1683
$1.47K ﹤0.01%
74
+24
1684
$1.47K ﹤0.01%
+6
1685
$1.47K ﹤0.01%
+27
1686
$1.47K ﹤0.01%
500
1687
$1.46K ﹤0.01%
7
1688
$1.46K ﹤0.01%
23
+11
1689
$1.45K ﹤0.01%
+41
1690
$1.44K ﹤0.01%
+202
1691
$1.44K ﹤0.01%
48
1692
$1.44K ﹤0.01%
42
1693
$1.43K ﹤0.01%
75
-445
1694
$1.42K ﹤0.01%
101
1695
$1.42K ﹤0.01%
25
-50
1696
$1.41K ﹤0.01%
47
1697
$1.41K ﹤0.01%
30
1698
$1.41K ﹤0.01%
26
+12
1699
$1.41K ﹤0.01%
265
-67
1700
$1.41K ﹤0.01%
15
66 67
68
69 70