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
1851
$782 ﹤0.01%
26
1852
$781 ﹤0.01%
5
+3
1853
$778 ﹤0.01%
18
1854
$771 ﹤0.01%
2
1855
$764 ﹤0.01%
54
1856
$760 ﹤0.01%
5
1857
$758 ﹤0.01%
62
1858
$757 ﹤0.01%
8
-65
1859
$752 ﹤0.01%
17
-37
1860
$747 ﹤0.01%
2,086
1861
$734 ﹤0.01%
+25
1862
$716 ﹤0.01%
14
1863
$714 ﹤0.01%
32
-48
1864
$711 ﹤0.01%
+4
1865
$708 ﹤0.01%
+2
1866
$708 ﹤0.01%
43
1867
$706 ﹤0.01%
36
1868
$702 ﹤0.01%
26
-2
1869
$702 ﹤0.01%
19
-110
1870
$699 ﹤0.01%
+15
1871
$695 ﹤0.01%
4
-19
1872
$691 ﹤0.01%
37
+8
1873
$671 ﹤0.01%
26
1874
$670 ﹤0.01%
250
1875
$670 ﹤0.01%
+17