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
1176
$14.4K ﹤0.01%
300
+1
1177
$14.4K ﹤0.01%
416
+1
1178
$14.3K ﹤0.01%
589
1179
$14.3K ﹤0.01%
451
+201
1180
$14.3K ﹤0.01%
450
-5
1181
$14.2K ﹤0.01%
604
1182
$14.2K ﹤0.01%
101
1183
$14.2K ﹤0.01%
1,000
1184
$14.2K ﹤0.01%
275
-2
1185
$14.2K ﹤0.01%
609
+4
1186
$14.1K ﹤0.01%
622
1187
$14.1K ﹤0.01%
589
+4
1188
$13.9K ﹤0.01%
97
-3
1189
$13.9K ﹤0.01%
192
-64
1190
$13.9K ﹤0.01%
422
1191
$13.8K ﹤0.01%
362
1192
$13.8K ﹤0.01%
398
+140
1193
$13.5K ﹤0.01%
230
-20
1194
$13.5K ﹤0.01%
212
-160
1195
$13.5K ﹤0.01%
503
-288
1196
$13.4K ﹤0.01%
81
+7
1197
$13.4K ﹤0.01%
53
-71
1198
$13.3K ﹤0.01%
225
+63
1199
$13.3K ﹤0.01%
299
-4
1200
$13.3K ﹤0.01%
8,504
-310