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
1126
$17.1K ﹤0.01%
366
1127
$17K ﹤0.01%
43
+27
1128
$17K ﹤0.01%
640
-248
1129
$16.8K ﹤0.01%
91
1130
$16.7K ﹤0.01%
224
+172
1131
$16.7K ﹤0.01%
579
+58
1132
$16.7K ﹤0.01%
159
-14
1133
$16.7K ﹤0.01%
2,330
+36
1134
$16.6K ﹤0.01%
816
-25
1135
$16.6K ﹤0.01%
476
+201
1136
$16.5K ﹤0.01%
106
1137
$16.5K ﹤0.01%
500
1138
$16.5K ﹤0.01%
49
1139
$16.3K ﹤0.01%
2,270
-15
1140
$16.3K ﹤0.01%
232
+54
1141
$16.3K ﹤0.01%
69
+11
1142
$16.2K ﹤0.01%
556
-16
1143
$16.1K ﹤0.01%
110
-16
1144
$16.1K ﹤0.01%
400
-9
1145
$16K ﹤0.01%
715
+4
1146
$15.9K ﹤0.01%
335
1147
$15.8K ﹤0.01%
550
+137
1148
$15.7K ﹤0.01%
440
-500
1149
$15.7K ﹤0.01%
300
1150
$15.6K ﹤0.01%
36
-1,520