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
$1.04B
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,565
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.67M
3
+$7.72M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$7.03M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.46M

Top Sells

1
+$15.8M
2
+$15.5M
3
+$15M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$10.3M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.32M

Sector Composition

1 Technology 8.41%
2 Industrials 4.76%
3 Healthcare 4.48%
4 Financials 4.32%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$196K 0.02%
3,992
+819
477
$196K 0.02%
4,162
-382
478
$194K 0.02%
369
+33
479
$193K 0.02%
1,599
+585
480
$193K 0.02%
2,024
-94
481
$193K 0.02%
3,330
482
$190K 0.02%
4,077
-197
483
$189K 0.02%
758
+77
484
$189K 0.02%
1,147
-110
485
$188K 0.02%
1,165
+110
486
$188K 0.02%
2,232
+573
487
$187K 0.02%
4,811
+1,477
488
$187K 0.02%
1,646
-519
489
$186K 0.02%
5,000
-10
490
$185K 0.02%
2,024
+633
491
$184K 0.02%
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492
$183K 0.02%
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493
$182K 0.02%
637
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494
$182K 0.02%
4,847
495
$182K 0.02%
2,230
496
$182K 0.02%
1,113
-162
497
$179K 0.02%
7,052
+1,450
498
$179K 0.02%
5,306
+3
499
$176K 0.02%
711
-5,968
500
$175K 0.02%
663
+6
18 19
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