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
851
$69K ﹤0.01%
4,600
-5,515
852
$69K ﹤0.01%
757
+2
853
$69K ﹤0.01%
769
-290
854
$69K ﹤0.01%
230
+14
855
$68K ﹤0.01%
1,110
-90
856
$68K ﹤0.01%
1,980
+880
857
$68K ﹤0.01%
351
858
$68K ﹤0.01%
605
859
$68K ﹤0.01%
1,113
+813
860
$67K ﹤0.01%
3,494
+137
861
$67K ﹤0.01%
990
+864
862
$67K ﹤0.01%
3,436
863
$67K ﹤0.01%
3,038
+8
864
$67K ﹤0.01%
5,016
-3,065
865
$67K ﹤0.01%
383
+25
866
$67K ﹤0.01%
1,068
+90
867
$67K ﹤0.01%
682
868
$67K ﹤0.01%
934
869
$66K ﹤0.01%
1,600
870
$66K ﹤0.01%
+5,650
871
$66K ﹤0.01%
1,015
872
$66K ﹤0.01%
2,880
+35
873
$66K ﹤0.01%
1,396
+114
874
$65K ﹤0.01%
7,035
-1,412
875
$65K ﹤0.01%
1,678
33 34
35
36 37