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
976
$48K ﹤0.01%
800
977
$48K ﹤0.01%
11,570
+100
978
$47K ﹤0.01%
300
979
$47K ﹤0.01%
1,152
+300
980
$47K ﹤0.01%
1,497
+627
981
$47K ﹤0.01%
630
982
$47K ﹤0.01%
4,322
+208
983
$46K ﹤0.01%
1,000
-249
984
$46K ﹤0.01%
460
+10
985
$46K ﹤0.01%
2,701
-792
986
$46K ﹤0.01%
327
+32
987
$46K ﹤0.01%
516
988
$45K ﹤0.01%
1,530
989
$45K ﹤0.01%
1,447
+1,195
990
$45K ﹤0.01%
684
-3
991
$45K ﹤0.01%
1,839
+1,700
992
$45K ﹤0.01%
2,100
+1,100
993
$45K ﹤0.01%
1,194
+102
994
$45K ﹤0.01%
479
+53
995
$45K ﹤0.01%
1,194
+677
996
$44K ﹤0.01%
727
+545
997
$44K ﹤0.01%
394
998
$44K ﹤0.01%
803
+425
999
$44K ﹤0.01%
2,170
+520
1000
$44K ﹤0.01%
90
38 39
40
41 42