AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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 +$5.1M
2 +$3.68M
3 +$3.57M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.85M
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$2.46M

Top Sells

1 +$3.8M
2 +$2.58M
3 +$2.4M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.47M
5
HIBB
Hibbett, Inc. Common Stock
HIBB
+$1.38M

Sector Composition

1 Technology 9.48%
2 Industrials 4.49%
3 Financials 4.19%
4 Healthcare 4.01%
5 Consumer Discretionary 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
-10
2102
0
2103
-13
2104
-12
2105
0
2106
-4
2107
-250
2108
-29
2109
-10
2110
-100
2111
-7
2112
-40
2113
-20
2114
-115
2115
-17
2116
-13
2117
-6
2118
-18
2119
-35
2120
-35
2121
-437
2122
-26
2123
-24
2124
-75
2125
-56