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
1051
$21.4K ﹤0.01%
85
+50
1052
$21.4K ﹤0.01%
462
+246
1053
$21.2K ﹤0.01%
54
1054
$21.2K ﹤0.01%
616
-18
1055
$21.1K ﹤0.01%
208
+180
1056
$21K ﹤0.01%
50
-6
1057
$20.9K ﹤0.01%
1,724
1058
$20.9K ﹤0.01%
1,140
-3,145
1059
$20.8K ﹤0.01%
8,783
1060
$20.8K ﹤0.01%
380
-917
1061
$20.8K ﹤0.01%
455
+1
1062
$20.8K ﹤0.01%
+100
1063
$20.7K ﹤0.01%
986
+31
1064
$20.5K ﹤0.01%
783
-11
1065
$20.4K ﹤0.01%
646
1066
$20.3K ﹤0.01%
153
+5
1067
$20.3K ﹤0.01%
585
-24
1068
$20.3K ﹤0.01%
1,090
1069
$20.3K ﹤0.01%
300
-405
1070
$20.3K ﹤0.01%
29
-46
1071
$20.2K ﹤0.01%
1,370
1072
$20.2K ﹤0.01%
376
-273
1073
$20.2K ﹤0.01%
184
+50
1074
$20K ﹤0.01%
523
1075
$20K ﹤0.01%
730
41 42
43
44 45