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
926
$34.2K ﹤0.01%
584
927
$34K ﹤0.01%
+1,225
928
$34K ﹤0.01%
1,521
-304
929
$34K ﹤0.01%
708
930
$33.9K ﹤0.01%
2,446
+1,543
931
$33.8K ﹤0.01%
329
+4
932
$33.4K ﹤0.01%
416
933
$33.1K ﹤0.01%
495
934
$33K ﹤0.01%
875
935
$32.9K ﹤0.01%
317
+292
936
$32.8K ﹤0.01%
394
-94
937
$32.6K ﹤0.01%
+1,054
938
$32.6K ﹤0.01%
76
+48
939
$32.6K ﹤0.01%
900
940
$32.5K ﹤0.01%
53
+13
941
$32.2K ﹤0.01%
119
+71
942
$32.2K ﹤0.01%
+1,001
943
$31.9K ﹤0.01%
450
944
$31.9K ﹤0.01%
180
-32
945
$31.9K ﹤0.01%
494
+200
946
$31.8K ﹤0.01%
4,285
947
$31.6K ﹤0.01%
471
-23,972
948
$31.5K ﹤0.01%
315
+92
949
$31.5K ﹤0.01%
326
-22
950
$31.5K ﹤0.01%
430
+100
36 37
38
39 40