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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
751
$61.5K 0.01%
480
752
$61.3K 0.01%
779
-17
753
$61.3K 0.01%
1,311
+54
754
$61K 0.01%
2,715
755
$60.7K 0.01%
469
+74
756
$60.5K 0.01%
3,474
757
$59.7K 0.01%
179
+19
758
$59.6K 0.01%
1,685
-625
759
$59.6K 0.01%
2,210
760
$58.6K 0.01%
2,000
761
$58.6K 0.01%
763
762
$58.6K 0.01%
1,117
763
$58.5K 0.01%
1,813
-9,511
764
$58.5K 0.01%
194
+44
765
$58.4K 0.01%
1,797
+508
766
$58.2K 0.01%
1,532
-419
767
$57.8K 0.01%
642
-458
768
$57.2K 0.01%
1,921
-1,861
769
$57K 0.01%
9,350
-1,772
770
$57K 0.01%
349
-55
771
$56.8K 0.01%
633
-66
772
$56.1K 0.01%
497
+116
773
$55.9K 0.01%
1,046
774
$55.8K 0.01%
+2,006
775
$55.6K 0.01%
424
+1
29 30
31
32 33