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
$1.58B
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,289
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$15.1M
3
+$13.9M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$13.8M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$8.17M

Top Sells

1
+$6.14M
2
+$4.3M
3
+$3.9M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.87M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$3.83M

Sector Composition

1 Technology 6.4%
2 Healthcare 4.5%
3 Industrials 4.03%
4 Financials 3.84%
5 Consumer Discretionary 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$369K 0.02%
14,806
-2,566
427
$368K 0.02%
12,229
+809
428
$365K 0.02%
+4,144
429
$365K 0.02%
7,052
+372
430
$364K 0.02%
12,654
+194
431
$359K 0.02%
11,703
+1,000
432
$353K 0.02%
4,916
-274
433
$350K 0.02%
1,409
-253
434
$348K 0.02%
3,209
+275
435
$347K 0.02%
1,132
+19
436
$345K 0.02%
3,086
-853
437
$342K 0.02%
4,053
+2,130
438
$340K 0.02%
4,351
+11
439
$336K 0.02%
7,127
+399
440
$332K 0.02%
2,980
441
$330K 0.02%
224
-190
442
$330K 0.02%
13,598
-69,176
443
$329K 0.02%
5,741
444
$328K 0.02%
1,908
+55
445
$327K 0.02%
7,410
-180
446
$326K 0.02%
4,102
+65
447
$325K 0.02%
6,959
+22
448
$324K 0.02%
12,427
449
$323K 0.02%
+14,808
450
$323K 0.02%
2,001
+119
16 17
18
19 20