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
876
$39.3K ﹤0.01%
867
-804
877
$39.2K ﹤0.01%
126
+43
878
$38.7K ﹤0.01%
1,101
879
$38.7K ﹤0.01%
3,240
+3,180
880
$38.6K ﹤0.01%
300
881
$38.5K ﹤0.01%
614
882
$38.5K ﹤0.01%
200
+189
883
$38.4K ﹤0.01%
450
-149
884
$38.4K ﹤0.01%
155
-31
885
$38.2K ﹤0.01%
570
-784
886
$38.1K ﹤0.01%
509
887
$38.1K ﹤0.01%
1,829
+25
888
$38.1K ﹤0.01%
207
889
$38.1K ﹤0.01%
1,288
890
$38K ﹤0.01%
630
+75
891
$38K ﹤0.01%
46
+3
892
$37.8K ﹤0.01%
1,583
-6,593
893
$37.8K ﹤0.01%
1,139
-75
894
$37.7K ﹤0.01%
661
+3
895
$37.7K ﹤0.01%
205
+5
896
$37.6K ﹤0.01%
490
897
$37.4K ﹤0.01%
775
-310
898
$37.1K ﹤0.01%
435
-11
899
$36.5K ﹤0.01%
1,532
+7
900
$36.3K ﹤0.01%
304
+2
34 35
36
37 38