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
1801
$992 ﹤0.01%
+100
1802
$981 ﹤0.01%
+10
1803
$979 ﹤0.01%
20
1804
$971 ﹤0.01%
+25
1805
$970 ﹤0.01%
+20
1806
$967 ﹤0.01%
+135
1807
$967 ﹤0.01%
+145
1808
$965 ﹤0.01%
+50
1809
$964 ﹤0.01%
+20
1810
$958 ﹤0.01%
15
1811
$957 ﹤0.01%
13
1812
$946 ﹤0.01%
36
1813
$944 ﹤0.01%
36
1814
$944 ﹤0.01%
33
1815
$942 ﹤0.01%
+25
1816
$941 ﹤0.01%
25
+5
1817
$940 ﹤0.01%
15
+5
1818
$938 ﹤0.01%
+85
1819
$938 ﹤0.01%
5
1820
$926 ﹤0.01%
+100
1821
$925 ﹤0.01%
5
1822
$904 ﹤0.01%
+20
1823
$903 ﹤0.01%
+50
1824
$900 ﹤0.01%
+5
1825
$894 ﹤0.01%
12