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
1201
$23K ﹤0.01%
128
+3
1202
$23K ﹤0.01%
267
+57
1203
$23K ﹤0.01%
163
1204
$22K ﹤0.01%
785
+414
1205
$22K ﹤0.01%
399
1206
$22K ﹤0.01%
1,000
-1,000
1207
$22K ﹤0.01%
750
1208
$22K ﹤0.01%
668
+468
1209
$22K ﹤0.01%
+179
1210
$22K ﹤0.01%
577
-165
1211
$22K ﹤0.01%
486
+131
1212
$22K ﹤0.01%
+377
1213
$22K ﹤0.01%
770
1214
$22K ﹤0.01%
236
+137
1215
$22K ﹤0.01%
+270
1216
$21K ﹤0.01%
928
+200
1217
$21K ﹤0.01%
73
+10
1218
$21K ﹤0.01%
162
1219
$21K ﹤0.01%
2,351
1220
$21K ﹤0.01%
200
1221
$21K ﹤0.01%
277
1222
$21K ﹤0.01%
329
1223
$21K ﹤0.01%
61
1224
$21K ﹤0.01%
1,419
1225
$21K ﹤0.01%
850
+844
47 48
49
50 51