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
1201
$13.3K ﹤0.01%
450
+200
1202
$13.2K ﹤0.01%
632
+50
1203
$13.1K ﹤0.01%
1,114
+103
1204
$13.1K ﹤0.01%
400
1205
$13.1K ﹤0.01%
75
+67
1206
$13.1K ﹤0.01%
360
+61
1207
$13.1K ﹤0.01%
260
+227
1208
$13K ﹤0.01%
178
-49
1209
$13K ﹤0.01%
300
-799
1210
$12.9K ﹤0.01%
1,155
1211
$12.9K ﹤0.01%
110
1212
$12.8K ﹤0.01%
153
+138
1213
$12.8K ﹤0.01%
60
+54
1214
$12.7K ﹤0.01%
344
-108
1215
$12.7K ﹤0.01%
2,124
1216
$12.7K ﹤0.01%
400
1217
$12.6K ﹤0.01%
295
1218
$12.6K ﹤0.01%
402
+22
1219
$12.6K ﹤0.01%
339
-39
1220
$12.5K ﹤0.01%
92
1221
$12.5K ﹤0.01%
193
1222
$12.3K ﹤0.01%
70
+25
1223
$12.3K ﹤0.01%
91
+84
1224
$12.2K ﹤0.01%
708
+8
1225
$12.2K ﹤0.01%
438
-238
47 48
49
50 51