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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1251
$19K ﹤0.01%
+784
1252
$19K ﹤0.01%
+1,100
1253
$19K ﹤0.01%
665
+140
1254
$19K ﹤0.01%
284
1255
$19K ﹤0.01%
200
1256
$19K ﹤0.01%
1,537
1257
$19K ﹤0.01%
300
1258
$19K ﹤0.01%
+1,365
1259
$19K ﹤0.01%
935
-34,500
1260
$19K ﹤0.01%
300
1261
$19K ﹤0.01%
77
1262
$19K ﹤0.01%
4,222
-8,832
1263
$18K ﹤0.01%
740
1264
$18K ﹤0.01%
413
+57
1265
$18K ﹤0.01%
285
+110
1266
$18K ﹤0.01%
+1,312
1267
$18K ﹤0.01%
42
+6
1268
$18K ﹤0.01%
162
1269
$18K ﹤0.01%
404
+4
1270
$18K ﹤0.01%
500
-300
1271
$18K ﹤0.01%
470
1272
$18K ﹤0.01%
800
1273
$18K ﹤0.01%
618
+29
1274
$18K ﹤0.01%
115
+10
1275
$18K ﹤0.01%
475
49 50
51
52 53