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
1176
$24K ﹤0.01%
55
1177
$24K ﹤0.01%
743
+43
1178
$24K ﹤0.01%
100
-177
1179
$24K ﹤0.01%
1,793
-101
1180
$24K ﹤0.01%
80
1181
$24K ﹤0.01%
9,291
+8,036
1182
$24K ﹤0.01%
+605
1183
$24K ﹤0.01%
+893
1184
$24K ﹤0.01%
875
1185
$24K ﹤0.01%
359
+354
1186
$24K ﹤0.01%
850
1187
$24K ﹤0.01%
67
-5
1188
$24K ﹤0.01%
2,633
1189
$24K ﹤0.01%
58
+2
1190
$23K ﹤0.01%
900
1191
$23K ﹤0.01%
345
-400
1192
$23K ﹤0.01%
94
+75
1193
$23K ﹤0.01%
646
+489
1194
$23K ﹤0.01%
78
1195
$23K ﹤0.01%
1,075
1196
$23K ﹤0.01%
224
-39
1197
$23K ﹤0.01%
286
-4
1198
$23K ﹤0.01%
1,000
-11,915
1199
$23K ﹤0.01%
1,310
-30
1200
$23K ﹤0.01%
225
-35
46 47
48
49 50