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
626
$103K 0.01%
572
+16
627
$102K 0.01%
2,882
628
$102K 0.01%
408
-12
629
$102K 0.01%
3,453
630
$102K 0.01%
5,055
+55
631
$101K 0.01%
1,509
+21
632
$101K 0.01%
636
-310
633
$101K 0.01%
855
-40
634
$101K 0.01%
2,268
635
$101K 0.01%
730
+540
636
$100K 0.01%
485
-177
637
$100K 0.01%
753
-38
638
$100K 0.01%
1,070
+7
639
$99.6K 0.01%
1,201
-378
640
$98.9K 0.01%
2,693
641
$98.5K 0.01%
1,407
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642
$97.8K 0.01%
4,975
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643
$97.7K 0.01%
1,000
644
$97.2K 0.01%
319
+70
645
$96.5K 0.01%
505
-5
646
$94.7K 0.01%
1,595
647
$94.4K 0.01%
766
648
$94.2K 0.01%
+2,704
649
$94.1K 0.01%
3,306
650
$94K 0.01%
1,442
-32
24 25
26
27 28