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
551
$210K 0.01%
1,373
-3
552
$208K 0.01%
3,892
-132
553
$208K 0.01%
2,982
+1,070
554
$207K 0.01%
+8,350
555
$205K 0.01%
1,106
+50
556
$203K 0.01%
3,550
+502
557
$203K 0.01%
610
+30
558
$199K 0.01%
697
+2
559
$198K 0.01%
967
-66
560
$198K 0.01%
4,684
-203
561
$198K 0.01%
2,314
+923
562
$197K 0.01%
989
-20
563
$195K 0.01%
1,479
+109
564
$195K 0.01%
535
-75
565
$195K 0.01%
412
+44
566
$194K 0.01%
2,502
-118
567
$194K 0.01%
1,705
+5
568
$194K 0.01%
638
+523
569
$192K 0.01%
2,131
+132
570
$192K 0.01%
2,050
+12
571
$192K 0.01%
2,497
-15
572
$192K 0.01%
2,650
-160
573
$190K 0.01%
887
-4,923
574
$190K 0.01%
622
575
$189K 0.01%
6,631
+1,289
21 22
23
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