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
901
$36.2K ﹤0.01%
76
+9
902
$36.2K ﹤0.01%
334
-22
903
$36.1K ﹤0.01%
558
+155
904
$36.1K ﹤0.01%
522
905
$36K ﹤0.01%
63
+36
906
$35.9K ﹤0.01%
1,000
907
$35.8K ﹤0.01%
922
908
$35.8K ﹤0.01%
1,482
909
$35.8K ﹤0.01%
567
+10
910
$35.8K ﹤0.01%
725
+2
911
$35.6K ﹤0.01%
2,140
+1,140
912
$35.5K ﹤0.01%
81
+36
913
$35.5K ﹤0.01%
8,368
-1,329
914
$35.3K ﹤0.01%
3,189
915
$35.3K ﹤0.01%
580
+28
916
$35.2K ﹤0.01%
406
917
$35K ﹤0.01%
300
918
$34.9K ﹤0.01%
1,160
+5
919
$34.9K ﹤0.01%
945
-776
920
$34.8K ﹤0.01%
944
921
$34.7K ﹤0.01%
364
-5,716
922
$34.5K ﹤0.01%
223
+1
923
$34.5K ﹤0.01%
1,172
924
$34.2K ﹤0.01%
1,443
+1,375
925
$34.2K ﹤0.01%
458
-109
35 36
37
38 39