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
1126
$29K ﹤0.01%
250
1127
$29K ﹤0.01%
677
+321
1128
$29K ﹤0.01%
620
1129
$29K ﹤0.01%
105
-5
1130
$29K ﹤0.01%
1,206
1131
$29K ﹤0.01%
740
+10
1132
$28K ﹤0.01%
800
1133
$28K ﹤0.01%
221
+7
1134
$28K ﹤0.01%
300
1135
$28K ﹤0.01%
60
+32
1136
$28K ﹤0.01%
451
-404
1137
$28K ﹤0.01%
549
+10
1138
$28K ﹤0.01%
214
1139
$28K ﹤0.01%
+1,000
1140
$28K ﹤0.01%
799
-18
1141
$28K ﹤0.01%
684
+1
1142
$28K ﹤0.01%
499
+299
1143
$28K ﹤0.01%
282
+19
1144
$28K ﹤0.01%
490
1145
$28K ﹤0.01%
1,738
1146
$28K ﹤0.01%
959
1147
$27K ﹤0.01%
330
1148
$27K ﹤0.01%
1,081
+500
1149
$27K ﹤0.01%
570
+324
1150
$27K ﹤0.01%
1,229
+50
44 45
46
47 48