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
751
$98K 0.01%
5,054
-684
752
$98K 0.01%
9,143
-445
753
$98K 0.01%
384
-42
754
$98K 0.01%
926
+188
755
$98K 0.01%
2,199
+8
756
$98K 0.01%
2,947
-1,151
757
$98K 0.01%
4,681
+183
758
$98K 0.01%
1,514
-185
759
$98K 0.01%
236
-201
760
$97K 0.01%
232
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761
$96K 0.01%
370
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762
$96K 0.01%
1,148
763
$96K 0.01%
2,691
+1,939
764
$96K 0.01%
+2,627
765
$95K 0.01%
948
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766
$95K 0.01%
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767
$95K 0.01%
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769
$94K 0.01%
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$94K 0.01%
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$94K 0.01%
1,069
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772
$94K 0.01%
799
773
$94K 0.01%
1,638
-98
774
$93K 0.01%
312
+62
775
$93K 0.01%
450
29 30
31
32 33