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
976
$28.9K ﹤0.01%
218
-56
977
$28.6K ﹤0.01%
386
-80
978
$28.6K ﹤0.01%
10,000
-196
979
$28.6K ﹤0.01%
1,595
-2,046
980
$28.5K ﹤0.01%
395
+83
981
$28.5K ﹤0.01%
351
-23
982
$28.3K ﹤0.01%
1,505
+1,252
983
$28K ﹤0.01%
612
984
$27.8K ﹤0.01%
104
+74
985
$27.8K ﹤0.01%
496
-39
986
$27.7K ﹤0.01%
959
987
$27.5K ﹤0.01%
176
+11
988
$27.3K ﹤0.01%
100
-11
989
$27.3K ﹤0.01%
500
990
$27K ﹤0.01%
993
991
$27K ﹤0.01%
249
992
$26.9K ﹤0.01%
144
-50
993
$26.8K ﹤0.01%
172
-41
994
$26.7K ﹤0.01%
2,724
995
$26.6K ﹤0.01%
441
+1
996
$26.4K ﹤0.01%
282
+3
997
$26.3K ﹤0.01%
42
+11
998
$26.2K ﹤0.01%
80
-4
999
$26.2K ﹤0.01%
1,600
1000
$26.1K ﹤0.01%
3,000
-2,017
38 39
40
41 42