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
1926
$497 ﹤0.01%
6
-10
1927
$496 ﹤0.01%
10
1928
$492 ﹤0.01%
22
+7
1929
$485 ﹤0.01%
100
+50
1930
$481 ﹤0.01%
3
-4
1931
$475 ﹤0.01%
30
1932
$469 ﹤0.01%
58
1933
$467 ﹤0.01%
29
1934
$467 ﹤0.01%
700
1935
$466 ﹤0.01%
200
-20
1936
$466 ﹤0.01%
+16
1937
$459 ﹤0.01%
7
1938
$445 ﹤0.01%
9
1939
$443 ﹤0.01%
33
1940
$441 ﹤0.01%
72
1941
$440 ﹤0.01%
6
-10
1942
$428 ﹤0.01%
22
-37
1943
$427 ﹤0.01%
+3
1944
$427 ﹤0.01%
36
1945
$419 ﹤0.01%
56
1946
$413 ﹤0.01%
+16
1947
$413 ﹤0.01%
11
1948
$412 ﹤0.01%
8
-16
1949
$406 ﹤0.01%
7
1950
$402 ﹤0.01%
2
+1
76 77
78
79 80