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
1076
$19.8K ﹤0.01%
2,000
1077
$19.7K ﹤0.01%
+845
1078
$19.4K ﹤0.01%
326
-443
1079
$19.3K ﹤0.01%
451
-179
1080
$19.2K ﹤0.01%
999
1081
$19.2K ﹤0.01%
498
1082
$19K ﹤0.01%
525
-56
1083
$18.9K ﹤0.01%
69
+56
1084
$18.9K ﹤0.01%
436
+31
1085
$18.8K ﹤0.01%
650
1086
$18.8K ﹤0.01%
516
+66
1087
$18.8K ﹤0.01%
35
-13
1088
$18.8K ﹤0.01%
1,580
1089
$18.7K ﹤0.01%
+203
1090
$18.7K ﹤0.01%
248
-657
1091
$18.5K ﹤0.01%
784
1092
$18.5K ﹤0.01%
1,080
+355
1093
$18.5K ﹤0.01%
255
1094
$18.5K ﹤0.01%
443
1095
$18.4K ﹤0.01%
133
-4
1096
$18.4K ﹤0.01%
901
1097
$18.4K ﹤0.01%
815
-11
1098
$18.3K ﹤0.01%
856
+6
1099
$18.3K ﹤0.01%
77
1100
$18.2K ﹤0.01%
125
42 43
44
45 46