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
701
$115K 0.01%
4,660
702
$115K 0.01%
1,200
+16
703
$114K 0.01%
1,650
-266
704
$113K 0.01%
4,416
705
$113K 0.01%
860
-953
706
$113K 0.01%
3,700
+40
707
$113K 0.01%
1,002
+724
708
$112K 0.01%
1,381
709
$112K 0.01%
1,376
+1,131
710
$112K 0.01%
1,036
+2
711
$111K 0.01%
4,826
-24,790
712
$111K 0.01%
3,124
+366
713
$110K 0.01%
5,253
-187
714
$110K 0.01%
2,494
-565
715
$110K 0.01%
1,253
-2
716
$110K 0.01%
1,800
717
$109K 0.01%
5,157
+26
718
$109K 0.01%
+3,050
719
$109K 0.01%
1,500
720
$109K 0.01%
2,118
-34
721
$109K 0.01%
2,617
+627
722
$108K 0.01%
3,000
723
$108K 0.01%
485
+1
724
$107K 0.01%
905
-2
725
$106K 0.01%
800
27 28
29
30 31