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
1226
$21K ﹤0.01%
261
1227
$21K ﹤0.01%
358
+333
1228
$21K ﹤0.01%
+730
1229
$21K ﹤0.01%
37
1230
$21K ﹤0.01%
70
1231
$20K ﹤0.01%
205
1232
$20K ﹤0.01%
217
-5
1233
$20K ﹤0.01%
496
-3,645
1234
$20K ﹤0.01%
300
1235
$20K ﹤0.01%
1,386
+16
1236
$20K ﹤0.01%
248
1237
$20K ﹤0.01%
300
1238
$20K ﹤0.01%
251
+192
1239
$20K ﹤0.01%
560
-5
1240
$20K ﹤0.01%
318
-252
1241
$20K ﹤0.01%
338
1242
$20K ﹤0.01%
234
+154
1243
$20K ﹤0.01%
815
-985
1244
$20K ﹤0.01%
+811
1245
$20K ﹤0.01%
330
-15
1246
$20K ﹤0.01%
1,370
1247
$20K ﹤0.01%
230
-15
1248
$19K ﹤0.01%
77
1249
$19K ﹤0.01%
6,000
1250
$19K ﹤0.01%
490
+193
48 49
50
51 52