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
1051
$37K ﹤0.01%
1,082
+957
1052
$37K ﹤0.01%
530
1053
$37K ﹤0.01%
944
1054
$37K ﹤0.01%
2,519
+1,401
1055
$37K ﹤0.01%
302
+205
1056
$37K ﹤0.01%
950
+200
1057
$37K ﹤0.01%
302
+52
1058
$37K ﹤0.01%
1,864
+705
1059
$37K ﹤0.01%
980
+185
1060
$37K ﹤0.01%
1,066
-845
1061
$37K ﹤0.01%
249
1062
$36K ﹤0.01%
1,109
+4
1063
$36K ﹤0.01%
1,100
-72
1064
$36K ﹤0.01%
1,875
+1,375
1065
$36K ﹤0.01%
240
1066
$35K ﹤0.01%
1,750
-191
1067
$35K ﹤0.01%
850
1068
$35K ﹤0.01%
88
-7
1069
$35K ﹤0.01%
560
+25
1070
$35K ﹤0.01%
270
1071
$35K ﹤0.01%
384
+232
1072
$35K ﹤0.01%
96
+22
1073
$35K ﹤0.01%
151
1074
$35K ﹤0.01%
+1,065
1075
$35K ﹤0.01%
800
41 42
43
44 45