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
876
$65K ﹤0.01%
2,000
877
$65K ﹤0.01%
1,309
+50
878
$64K ﹤0.01%
1,995
+225
879
$64K ﹤0.01%
2,741
-30,236
880
$64K ﹤0.01%
2,206
+381
881
$64K ﹤0.01%
1,711
+1,395
882
$63K ﹤0.01%
1,271
-196
883
$63K ﹤0.01%
6,000
884
$63K ﹤0.01%
704
-8,065
885
$62K ﹤0.01%
1,250
886
$62K ﹤0.01%
1,300
887
$62K ﹤0.01%
342
-189
888
$62K ﹤0.01%
1,095
+111
889
$62K ﹤0.01%
647
+7
890
$61K ﹤0.01%
374
+370
891
$61K ﹤0.01%
1,600
892
$61K ﹤0.01%
690
+400
893
$60K ﹤0.01%
669
-232
894
$60K ﹤0.01%
720
-885
895
$60K ﹤0.01%
816
896
$60K ﹤0.01%
221
+28
897
$60K ﹤0.01%
138
898
$60K ﹤0.01%
910
-185
899
$60K ﹤0.01%
514
+98
900
$60K ﹤0.01%
1,504
+7
34 35
36
37 38