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
1076
$35K ﹤0.01%
503
1077
$34K ﹤0.01%
4,020
1078
$34K ﹤0.01%
600
1079
$34K ﹤0.01%
900
1080
$34K ﹤0.01%
472
1081
$34K ﹤0.01%
2,024
-43
1082
$33K ﹤0.01%
955
+238
1083
$33K ﹤0.01%
236
+122
1084
$33K ﹤0.01%
475
+60
1085
$33K ﹤0.01%
845
+45
1086
$33K ﹤0.01%
868
+34
1087
$33K ﹤0.01%
565
+190
1088
$33K ﹤0.01%
439
+79
1089
$33K ﹤0.01%
841
1090
$33K ﹤0.01%
275
-20
1091
$32K ﹤0.01%
1,609
-195
1092
$32K ﹤0.01%
1,000
+400
1093
$32K ﹤0.01%
786
+2
1094
$32K ﹤0.01%
1,635
1095
$32K ﹤0.01%
841
-319
1096
$32K ﹤0.01%
3,102
+53
1097
$32K ﹤0.01%
+325
1098
$32K ﹤0.01%
660
+160
1099
$32K ﹤0.01%
1,182
1100
$32K ﹤0.01%
1,218
+768
42 43
44
45 46