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
526
$232K 0.01%
7,959
-2,467
527
$231K 0.01%
3,986
+307
528
$230K 0.01%
2,238
+129
529
$229K 0.01%
+4,804
530
$225K 0.01%
1,362
-612
531
$224K 0.01%
1,899
+252
532
$224K 0.01%
4,142
-499
533
$221K 0.01%
1,484
+1,121
534
$218K 0.01%
6,343
+3,930
535
$218K 0.01%
1,974
+94
536
$217K 0.01%
2,739
+2,230
537
$217K 0.01%
3,799
+1,593
538
$216K 0.01%
1,353
-213
539
$216K 0.01%
2,711
-4
540
$214K 0.01%
1,720
+110
541
$213K 0.01%
12,257
+2,107
542
$213K 0.01%
3,118
+924
543
$213K 0.01%
3,596
-2,330
544
$213K 0.01%
1,314
+32
545
$212K 0.01%
952
-355
546
$211K 0.01%
3,429
+1,479
547
$211K 0.01%
7,481
-2,901
548
$211K 0.01%
379
+306
549
$211K 0.01%
5,920
+1,300
550
$210K 0.01%
18,747
-3,691
20 21
22
23 24