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
1226
$12.2K ﹤0.01%
19
+16
1227
$12.2K ﹤0.01%
699
1228
$12.1K ﹤0.01%
265
1229
$12.1K ﹤0.01%
136
-12
1230
$12K ﹤0.01%
+3,250
1231
$12K ﹤0.01%
1,017
+17
1232
$12K ﹤0.01%
102
+83
1233
$11.9K ﹤0.01%
140
-41
1234
$11.8K ﹤0.01%
305
-35
1235
$11.8K ﹤0.01%
107
1236
$11.7K ﹤0.01%
85
+7
1237
$11.7K ﹤0.01%
300
1238
$11.7K ﹤0.01%
85
1239
$11.6K ﹤0.01%
312
1240
$11.6K ﹤0.01%
387
1241
$11.6K ﹤0.01%
316
1242
$11.5K ﹤0.01%
243
1243
$11.5K ﹤0.01%
2,250
1244
$11.5K ﹤0.01%
100
1245
$11.5K ﹤0.01%
262
+47
1246
$11.4K ﹤0.01%
350
1247
$11.3K ﹤0.01%
600
1248
$11.3K ﹤0.01%
243
-498
1249
$11.3K ﹤0.01%
420
1250
$11.2K ﹤0.01%
99
+94
48 49
50
51 52