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
776
$55.5K 0.01%
1,000
777
$55.5K 0.01%
509
+1
778
$55.3K 0.01%
1,171
-39
779
$55.2K 0.01%
+365
780
$55.2K 0.01%
100
781
$55K 0.01%
1,950
-60,550
782
$55K 0.01%
2,682
+1,482
783
$54.9K 0.01%
3,300
-52
784
$54.9K 0.01%
402
-80
785
$54.6K 0.01%
2,970
-25
786
$54.6K 0.01%
862
-172
787
$54.5K 0.01%
356
+211
788
$54.4K 0.01%
15,368
-1,255
789
$54.2K 0.01%
712
+3
790
$53.8K 0.01%
96
-1
791
$53.6K 0.01%
1,259
+349
792
$53.3K 0.01%
236
-13
793
$53.3K 0.01%
184
-57
794
$53.1K 0.01%
1,500
795
$52.9K 0.01%
389
-17
796
$52.7K 0.01%
1,421
-67
797
$52.4K 0.01%
305
+1
798
$52.3K 0.01%
310
-15
799
$52.2K 0.01%
653
+47
800
$52.1K 0.01%
1,545
+1,125
30 31
32
33 34