We are live on ! Find out more
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
2151
– –
-15
2152
– –
-18
2153
– –
-500
2154
– –
-12
2155
– –
-1,155
2156
– –
-7
2157
– –
-30
2158
– –
-500
2159
– –
-17
2160
– –
-8
2161
– –
-1,090
2162
– –
-60
2163
– –
-27
2164
– –
-2,210
2165
– –
-99
2166
– –
-41
2167
– –
-1,580
2168
– –
-310
2169
– –
-2
2170
– –
-19
2171
– –
-9,453
2172
– –
-38
2173
– –
0
2174
– –
-80
2175
– –
-50,000
84 85 86
87
88