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
1101
$18.2K ﹤0.01%
200
1102
$18.2K ﹤0.01%
796
+6
1103
$18.1K ﹤0.01%
2,199
1104
$18.1K ﹤0.01%
726
+6
1105
$18K ﹤0.01%
1,983
+207
1106
$17.9K ﹤0.01%
235
-153
1107
$17.8K ﹤0.01%
148
-279
1108
$17.8K ﹤0.01%
33
+11
1109
$17.8K ﹤0.01%
201
-220
1110
$17.7K ﹤0.01%
600
1111
$17.7K ﹤0.01%
745
+5
1112
$17.7K ﹤0.01%
222
+10
1113
$17.7K ﹤0.01%
178
-162
1114
$17.6K ﹤0.01%
1,537
-1,900
1115
$17.5K ﹤0.01%
+92
1116
$17.5K ﹤0.01%
628
+596
1117
$17.5K ﹤0.01%
403
-6
1118
$17.5K ﹤0.01%
784
1119
$17.5K ﹤0.01%
14
+9
1120
$17.4K ﹤0.01%
271
-23
1121
$17.4K ﹤0.01%
202
+145
1122
$17.3K ﹤0.01%
318
1123
$17.3K ﹤0.01%
517
+42
1124
$17.3K ﹤0.01%
92
-6
1125
$17.1K ﹤0.01%
593