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
1251
$11.2K ﹤0.01%
230
+3
1252
$11.2K ﹤0.01%
328
-25
1253
$10.9K ﹤0.01%
257
+2
1254
$10.9K ﹤0.01%
3
+2
1255
$10.9K ﹤0.01%
110
-105
1256
$10.9K ﹤0.01%
71
-47
1257
$10.8K ﹤0.01%
276
+2
1258
$10.8K ﹤0.01%
54
+10
1259
$10.7K ﹤0.01%
167
1260
$10.7K ﹤0.01%
115
-671
1261
$10.6K ﹤0.01%
169
+60
1262
$10.6K ﹤0.01%
112
-44
1263
$10.6K ﹤0.01%
68
-34
1264
$10.6K ﹤0.01%
+300
1265
$10.6K ﹤0.01%
246
+43
1266
$10.6K ﹤0.01%
77
+5
1267
$10.5K ﹤0.01%
237
1268
$10.5K ﹤0.01%
342
+9
1269
$10.4K ﹤0.01%
202
-33
1270
$10.4K ﹤0.01%
273
-820
1271
$10.4K ﹤0.01%
224
+165
1272
$10.4K ﹤0.01%
38
-6
1273
$10.3K ﹤0.01%
167
+157
1274
$10.3K ﹤0.01%
200
1275
$10.3K ﹤0.01%
1,858
+57
49 50
51
52 53