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
1751
$1.18K ﹤0.01%
5
1752
$1.17K ﹤0.01%
+25
1753
$1.17K ﹤0.01%
167
+57
1754
$1.17K ﹤0.01%
40
1755
$1.15K ﹤0.01%
+5
1756
$1.15K ﹤0.01%
+18
1757
$1.15K ﹤0.01%
15
1758
$1.14K ﹤0.01%
+5
1759
$1.14K ﹤0.01%
70
+20
1760
$1.14K ﹤0.01%
24
+20
1761
$1.14K ﹤0.01%
177
+157
1762
$1.13K ﹤0.01%
19
1763
$1.13K ﹤0.01%
20
1764
$1.12K ﹤0.01%
27
-58
1765
$1.11K ﹤0.01%
14
-5
1766
$1.1K ﹤0.01%
89
1767
$1.1K ﹤0.01%
5
1768
$1.09K ﹤0.01%
15
+5
1769
$1.09K ﹤0.01%
+70
1770
$1.09K ﹤0.01%
25
1771
$1.09K ﹤0.01%
+25
1772
$1.09K ﹤0.01%
7
-1
1773
$1.07K ﹤0.01%
5
1774
$1.07K ﹤0.01%
12
+2
1775
$1.06K ﹤0.01%
8