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
1776
$1.06K ﹤0.01%
50
1777
$1.05K ﹤0.01%
+5
1778
$1.05K ﹤0.01%
+75
1779
$1.04K ﹤0.01%
10
1780
$1.04K ﹤0.01%
9
-15
1781
$1.04K ﹤0.01%
18
-796
1782
$1.04K ﹤0.01%
+15
1783
$1.03K ﹤0.01%
45
+37
1784
$1.03K ﹤0.01%
65
1785
$1.03K ﹤0.01%
5
1786
$1.02K ﹤0.01%
+50
1787
$1.02K ﹤0.01%
+40
1788
$1.02K ﹤0.01%
37
-20
1789
$1.02K ﹤0.01%
39
+32
1790
$1.02K ﹤0.01%
5
-15
1791
$1.02K ﹤0.01%
40
1792
$1.01K ﹤0.01%
26
1793
$1.01K ﹤0.01%
20
1794
$1.01K ﹤0.01%
7
1795
$1.01K ﹤0.01%
25
-38
1796
$1.01K ﹤0.01%
20
+16
1797
$1K ﹤0.01%
100
1798
$998 ﹤0.01%
+20
1799
$995 ﹤0.01%
+15
1800
$994 ﹤0.01%
49
-500