AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$20.5M
2
+$15.3M
3
+$14.4M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$13.8M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$8.35M

Top Sells

1
+$6.06M
2
+$4.28M
3
+$4.01M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$3.82M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.76M

Sector Composition

1 Technology 6.4%
2 Healthcare 4.5%
3 Industrials 4.03%
4 Financials 3.85%
5 Consumer Discretionary 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$44K ﹤0.01%
513
-89
1002
$44K ﹤0.01%
426
+72
1003
$44K ﹤0.01%
1,200
1004
$44K ﹤0.01%
2,101
1005
$44K ﹤0.01%
1,056
+75
1006
$44K ﹤0.01%
557
+199
1007
$43K ﹤0.01%
1,400
1008
$43K ﹤0.01%
597
+5
1009
$43K ﹤0.01%
478
+147
1010
$43K ﹤0.01%
1,573
+1
1011
$42K ﹤0.01%
831
1012
$42K ﹤0.01%
1,440
1013
$42K ﹤0.01%
1,328
1014
$42K ﹤0.01%
2,097
1015
$42K ﹤0.01%
736
+733
1016
$42K ﹤0.01%
1,116
-188
1017
$42K ﹤0.01%
595
+15
1018
$42K ﹤0.01%
1,910
-45,561
1019
$41K ﹤0.01%
293
1020
$41K ﹤0.01%
435
1021
$41K ﹤0.01%
498
+123
1022
$41K ﹤0.01%
220
-5,332
1023
$41K ﹤0.01%
1,198
1024
$41K ﹤0.01%
522
+401
1025
$41K ﹤0.01%
1,183
39 40
41
42 43