AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$20.5M
2
+$15.3M
3
+$14.4M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$13.8M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$8.35M

Top Sells

1
+$6.06M
2
+$4.28M
3
+$4.01M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$3.82M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.76M

Sector Composition

1 Technology 6.4%
2 Healthcare 4.5%
3 Industrials 4.03%
4 Financials 3.85%
5 Consumer Discretionary 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$21K ﹤0.01%
37
1227
$21K ﹤0.01%
70
1228
$21K ﹤0.01%
61
1229
$21K ﹤0.01%
1,419
1230
$21K ﹤0.01%
850
+844
1231
$20K ﹤0.01%
205
1232
$20K ﹤0.01%
217
-5
1233
$20K ﹤0.01%
815
-985
1234
$20K ﹤0.01%
+811
1235
$20K ﹤0.01%
330
-15
1236
$20K ﹤0.01%
496
-3,645
1237
$20K ﹤0.01%
300
1238
$20K ﹤0.01%
1,386
+16
1239
$20K ﹤0.01%
248
1240
$20K ﹤0.01%
300
1241
$20K ﹤0.01%
251
+192
1242
$20K ﹤0.01%
560
-5
1243
$20K ﹤0.01%
318
-252
1244
$20K ﹤0.01%
338
1245
$20K ﹤0.01%
234
+154
1246
$20K ﹤0.01%
1,370
1247
$20K ﹤0.01%
230
-15
1248
$19K ﹤0.01%
159
1249
$19K ﹤0.01%
+784
1250
$19K ﹤0.01%
+1,100
48 49
50
51 52