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
701
$76.1K 0.01%
2,711
702
$76.1K 0.01%
1,499
+1,319
703
$75.9K 0.01%
3,100
-1,894
704
$75.2K 0.01%
516
-35
705
$74.9K 0.01%
3,162
+323
706
$74.3K 0.01%
3,730
-2,200
707
$73.7K 0.01%
2,950
+25
708
$72.7K 0.01%
1,675
+1,175
709
$72.5K 0.01%
3,185
+68
710
$72.2K 0.01%
1,252
+6
711
$72.2K 0.01%
508
-10
712
$72.1K 0.01%
1,249
-119
713
$72K 0.01%
1,080
-57
714
$71.9K 0.01%
1,250
715
$71.1K 0.01%
3,687
716
$71K 0.01%
10,000
-6
717
$70.7K 0.01%
3,678
718
$70.6K 0.01%
344
719
$70.3K 0.01%
242
-53
720
$69.9K 0.01%
1,915
721
$69.8K 0.01%
1,949
-158
722
$69.3K 0.01%
1,104
-1,113
723
$69.3K 0.01%
959
-257
724
$69.2K 0.01%
301
725
$69.1K 0.01%
948
+2
27 28
29
30 31