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
851
$42.9K ﹤0.01%
563
852
$42.9K ﹤0.01%
325
-10
853
$42.8K ﹤0.01%
42
-9
854
$42.8K ﹤0.01%
1,193
855
$42.6K ﹤0.01%
391
-15,310
856
$42.5K ﹤0.01%
200
-7
857
$42.3K ﹤0.01%
1,883
858
$42.1K ﹤0.01%
419
+95
859
$42K ﹤0.01%
184
-3
860
$41.6K ﹤0.01%
512
+74
861
$41.5K ﹤0.01%
1,721
862
$41.4K ﹤0.01%
369
-19
863
$41.3K ﹤0.01%
369
+2
864
$41.2K ﹤0.01%
3,452
-33
865
$41.2K ﹤0.01%
847
+32
866
$41.1K ﹤0.01%
1,145
867
$41.1K ﹤0.01%
651
+62
868
$40.6K ﹤0.01%
1,099
+3
869
$40.5K ﹤0.01%
1,095
-10
870
$40.3K ﹤0.01%
2,407
-188
871
$40K ﹤0.01%
+1,373
872
$39.8K ﹤0.01%
1,972
-51
873
$39.7K ﹤0.01%
2,500
874
$39.6K ﹤0.01%
152
+10
875
$39.6K ﹤0.01%
939
+632
33 34
35
36 37