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
1151
$15.5K ﹤0.01%
2,893
+2,143
1152
$15.5K ﹤0.01%
393
-182
1153
$15.5K ﹤0.01%
715
-25
1154
$15.5K ﹤0.01%
+481
1155
$15.3K ﹤0.01%
100
1156
$15.2K ﹤0.01%
432
-15
1157
$15.2K ﹤0.01%
355
-131
1158
$15.1K ﹤0.01%
71
+5
1159
$15.1K ﹤0.01%
21
-27
1160
$15.1K ﹤0.01%
658
+43
1161
$15K ﹤0.01%
122
+87
1162
$15K ﹤0.01%
169
-41
1163
$15K ﹤0.01%
153
-29
1164
$14.9K ﹤0.01%
125
-61
1165
$14.9K ﹤0.01%
400
1166
$14.9K ﹤0.01%
6,000
1167
$14.8K ﹤0.01%
533
1168
$14.8K ﹤0.01%
500
1169
$14.8K ﹤0.01%
+300
1170
$14.8K ﹤0.01%
1,442
+704
1171
$14.7K ﹤0.01%
594
1172
$14.7K ﹤0.01%
616
1173
$14.6K ﹤0.01%
75
+60
1174
$14.6K ﹤0.01%
215
-9
1175
$14.5K ﹤0.01%
444