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
1701
$1.4K ﹤0.01%
24
-75
1702
$1.4K ﹤0.01%
10
+8
1703
$1.39K ﹤0.01%
14
+2
1704
$1.39K ﹤0.01%
47
1705
$1.39K ﹤0.01%
+52
1706
$1.39K ﹤0.01%
+2,000
1707
$1.38K ﹤0.01%
35
1708
$1.38K ﹤0.01%
+25
1709
$1.38K ﹤0.01%
30
1710
$1.36K ﹤0.01%
+112
1711
$1.35K ﹤0.01%
20
1712
$1.35K ﹤0.01%
61
1713
$1.35K ﹤0.01%
20
1714
$1.33K ﹤0.01%
+32
1715
$1.33K ﹤0.01%
5
-12
1716
$1.33K ﹤0.01%
192
+98
1717
$1.32K ﹤0.01%
15
+10
1718
$1.32K ﹤0.01%
24
+20
1719
$1.31K ﹤0.01%
12
1720
$1.31K ﹤0.01%
25
-2
1721
$1.31K ﹤0.01%
38
1722
$1.3K ﹤0.01%
78
+33
1723
$1.3K ﹤0.01%
+30
1724
$1.29K ﹤0.01%
26
1725
$1.29K ﹤0.01%
20
+10