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
951
$31.5K ﹤0.01%
280
+20
952
$31.3K ﹤0.01%
305
953
$31.2K ﹤0.01%
617
+2
954
$31.1K ﹤0.01%
630
-353
955
$31.1K ﹤0.01%
537
-9
956
$31.1K ﹤0.01%
1,571
+1,384
957
$30.8K ﹤0.01%
948
958
$30.4K ﹤0.01%
183
+71
959
$30.2K ﹤0.01%
978
+3
960
$30.2K ﹤0.01%
522
-72
961
$30.2K ﹤0.01%
177
+49
962
$30.1K ﹤0.01%
1,424
+542
963
$30.1K ﹤0.01%
1,034
964
$30K ﹤0.01%
606
+403
965
$30K ﹤0.01%
1,600
+563
966
$30K ﹤0.01%
420
967
$29.9K ﹤0.01%
300
-28
968
$29.9K ﹤0.01%
596
-77
969
$29.7K ﹤0.01%
356
+3
970
$29.7K ﹤0.01%
163
971
$29.7K ﹤0.01%
53
+23
972
$29.6K ﹤0.01%
765
+265
973
$29.3K ﹤0.01%
2,200
-6,777
974
$29K ﹤0.01%
2,598
975
$29K ﹤0.01%
3,770
37 38
39
40 41