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
1251
$19K ﹤0.01%
159
1252
$19K ﹤0.01%
+784
1253
$19K ﹤0.01%
+1,100
1254
$19K ﹤0.01%
665
+140
1255
$19K ﹤0.01%
284
1256
$19K ﹤0.01%
200
1257
$19K ﹤0.01%
1,537
1258
$19K ﹤0.01%
300
1259
$19K ﹤0.01%
+1,365
1260
$19K ﹤0.01%
935
-34,500
1261
$19K ﹤0.01%
300
1262
$19K ﹤0.01%
4,222
-8,832
1263
$18K ﹤0.01%
740
1264
$18K ﹤0.01%
42
+6
1265
$18K ﹤0.01%
162
1266
$18K ﹤0.01%
404
+4
1267
$18K ﹤0.01%
500
-300
1268
$18K ﹤0.01%
470
1269
$18K ﹤0.01%
800
1270
$18K ﹤0.01%
618
+29
1271
$18K ﹤0.01%
115
+10
1272
$18K ﹤0.01%
475
1273
$18K ﹤0.01%
413
+57
1274
$18K ﹤0.01%
285
+110
1275
$18K ﹤0.01%
+1,312
49 50
51
52 53