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
676
$84.1K 0.01%
520
-6
677
$84.1K 0.01%
822
-74
678
$83.9K 0.01%
242
-678
679
$83.3K 0.01%
254
+198
680
$83K 0.01%
576
-319
681
$82.7K 0.01%
832
-11
682
$82.5K 0.01%
1,634
+1,300
683
$82.2K 0.01%
1,000
684
$82K 0.01%
1,261
-47
685
$81.9K 0.01%
2,926
+756
686
$81.8K 0.01%
3,596
-582
687
$81.4K 0.01%
326
-79
688
$80.8K 0.01%
1,687
-10,825
689
$80.7K 0.01%
1,353
-1,412
690
$80.4K 0.01%
4,006
+2,381
691
$80.1K 0.01%
5,677
692
$80K 0.01%
12,294
-20,410
693
$79.1K 0.01%
1,160
+135
694
$78.6K 0.01%
1,342
-30,604
695
$78.6K 0.01%
1,358
-169
696
$78.2K 0.01%
906
-463
697
$78.2K 0.01%
246
-6
698
$77.8K 0.01%
5,150
+84
699
$76.6K 0.01%
1,061
700
$76.2K 0.01%
1,203
26 27
28
29 30