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
151
$1.63M 0.15%
22,503
+321
152
$1.62M 0.15%
7,574
-148
153
$1.61M 0.15%
7,564
+370
154
$1.61M 0.15%
33,039
+2,151
155
$1.58M 0.14%
38,001
+6,336
156
$1.51M 0.14%
59,872
-5,528
157
$1.5M 0.14%
71,937
+7,132
158
$1.47M 0.13%
56,983
+322
159
$1.47M 0.13%
35,452
+2,073
160
$1.47M 0.13%
24,810
+11,982
161
$1.47M 0.13%
16,593
+1,254
162
$1.46M 0.13%
2,889
-55
163
$1.45M 0.13%
14,356
-678
164
$1.44M 0.13%
21,203
+700
165
$1.42M 0.13%
57,771
-425
166
$1.41M 0.13%
34,026
+2,557
167
$1.4M 0.13%
12,460
-496
168
$1.39M 0.13%
8,460
+644
169
$1.38M 0.13%
8,396
+141
170
$1.37M 0.12%
13,371
-1,977
171
$1.33M 0.12%
32,711
-498
172
$1.33M 0.12%
53,793
-4,194
173
$1.33M 0.12%
53,128
+716
174
$1.32M 0.12%
2,371
+78
175
$1.31M 0.12%
1,022
-28
5 6
7
8 9