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
826
$75K ﹤0.01%
2,050
827
$75K ﹤0.01%
500
828
$75K ﹤0.01%
1,401
+103
829
$74K ﹤0.01%
1,085
-5
830
$74K ﹤0.01%
492
831
$74K ﹤0.01%
2,010
+1,750
832
$74K ﹤0.01%
717
+224
833
$73K ﹤0.01%
294
+4
834
$73K ﹤0.01%
658
+117
835
$73K ﹤0.01%
1,788
+1,440
836
$73K ﹤0.01%
801
+11
837
$72K ﹤0.01%
2,574
+15
838
$72K ﹤0.01%
839
+24
839
$72K ﹤0.01%
2,500
+50
840
$72K ﹤0.01%
1,506
+1,286
841
$72K ﹤0.01%
6,230
-35,254
842
$72K ﹤0.01%
+2,235
843
$72K ﹤0.01%
516
-303
844
$71K ﹤0.01%
1,152
+18
845
$70K ﹤0.01%
1,185
+616
846
$70K ﹤0.01%
925
847
$70K ﹤0.01%
466
+375
848
$70K ﹤0.01%
4,500
-200
849
$69K ﹤0.01%
621
+55
850
$69K ﹤0.01%
249
+244
32 33
34
35 36