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
1901
$601 ﹤0.01%
28
1902
$601 ﹤0.01%
+34
1903
$599 ﹤0.01%
10
1904
$596 ﹤0.01%
27
1905
$595 ﹤0.01%
26
-40
1906
$593 ﹤0.01%
+168
1907
$592 ﹤0.01%
+2
1908
$588 ﹤0.01%
17
-21
1909
$583 ﹤0.01%
250
-20
1910
$569 ﹤0.01%
10
1911
$563 ﹤0.01%
+4
1912
$561 ﹤0.01%
+29
1913
$556 ﹤0.01%
14
+5
1914
$553 ﹤0.01%
+11
1915
$553 ﹤0.01%
+3
1916
$540 ﹤0.01%
5
1917
$538 ﹤0.01%
40
1918
$537 ﹤0.01%
30
1919
$522 ﹤0.01%
13
1920
$522 ﹤0.01%
68
1921
$518 ﹤0.01%
5
1922
$513 ﹤0.01%
7
-10
1923
$508 ﹤0.01%
26
1924
$504 ﹤0.01%
+117
1925
$497 ﹤0.01%
8