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
1026
$23.7K ﹤0.01%
4,000
-16,739
1027
$23.5K ﹤0.01%
1,500
1028
$23.4K ﹤0.01%
183
+20
1029
$23.3K ﹤0.01%
535
-575
1030
$23.2K ﹤0.01%
266
+57
1031
$23K ﹤0.01%
34
+18
1032
$23K ﹤0.01%
330
1033
$22.8K ﹤0.01%
136
-61
1034
$22.8K ﹤0.01%
153
-339
1035
$22.6K ﹤0.01%
1,885
-5,480
1036
$22.6K ﹤0.01%
433
+406
1037
$22.6K ﹤0.01%
1,500
1038
$22.5K ﹤0.01%
803
1039
$22.5K ﹤0.01%
+2,714
1040
$22.5K ﹤0.01%
85
+73
1041
$22.4K ﹤0.01%
1,414
-35
1042
$22.3K ﹤0.01%
180
-97
1043
$22.3K ﹤0.01%
395
1044
$22.2K ﹤0.01%
404
+110
1045
$22K ﹤0.01%
91
+23
1046
$22K ﹤0.01%
45
+37
1047
$21.8K ﹤0.01%
600
1048
$21.7K ﹤0.01%
860
+29
1049
$21.6K ﹤0.01%
+1,178
1050
$21.4K ﹤0.01%
316
40 41
42
43 44