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
1951
$397 ﹤0.01%
+35
1952
$394 ﹤0.01%
52
1953
$392 ﹤0.01%
8
1954
$389 ﹤0.01%
26
-65
1955
$385 ﹤0.01%
1
1956
$385 ﹤0.01%
110
1957
$383 ﹤0.01%
9
1958
$379 ﹤0.01%
25
1959
$376 ﹤0.01%
9
-11
1960
$374 ﹤0.01%
4
-10
1961
$374 ﹤0.01%
8
1962
$371 ﹤0.01%
5
1963
$370 ﹤0.01%
53
+25
1964
$364 ﹤0.01%
+5
1965
$360 ﹤0.01%
+2
1966
$342 ﹤0.01%
10
1967
$339 ﹤0.01%
34
1968
$338 ﹤0.01%
12
1969
$336 ﹤0.01%
218
+5
1970
$320 ﹤0.01%
+4
1971
$320 ﹤0.01%
+3
1972
$315 ﹤0.01%
7
1973
$312 ﹤0.01%
+5
1974
$311 ﹤0.01%
4
-8
1975
$311 ﹤0.01%
23
77 78
79
80 81