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
476
$279K 0.02%
2,531
+19
477
$279K 0.02%
4,124
-722
478
$278K 0.02%
5,057
+578
479
$278K 0.02%
10,076
+2
480
$277K 0.02%
2,097
-175
481
$274K 0.02%
1,095
+14
482
$274K 0.02%
2,320
-200
483
$270K 0.02%
1,433
+1
484
$270K 0.02%
1,667
-118
485
$269K 0.02%
3,020
486
$269K 0.02%
3,232
-516
487
$269K 0.02%
4,293
-635
488
$268K 0.02%
2,682
+113
489
$264K 0.02%
4,601
+1,050
490
$263K 0.02%
660
+43
491
$263K 0.02%
2,878
-248
492
$262K 0.02%
9,896
+1,305
493
$257K 0.02%
8,100
-389
494
$256K 0.02%
13,800
495
$256K 0.02%
2,408
+36
496
$255K 0.02%
846
+220
497
$255K 0.02%
519
+17
498
$254K 0.02%
1,951
-37
499
$253K 0.02%
5,550
+4,386
500
$253K 0.02%
745
+739
18 19
20
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