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
1276
$18K ﹤0.01%
137
-18
1277
$18K ﹤0.01%
100
1278
$18K ﹤0.01%
740
1279
$18K ﹤0.01%
245
1280
$18K ﹤0.01%
51
-8
1281
$18K ﹤0.01%
+600
1282
$18K ﹤0.01%
667
1283
$18K ﹤0.01%
2,087
+1,857
1284
$18K ﹤0.01%
+2,353
1285
$17K ﹤0.01%
416
1286
$17K ﹤0.01%
417
+90
1287
$17K ﹤0.01%
275
1288
$17K ﹤0.01%
+297
1289
$17K ﹤0.01%
160
-9,857
1290
$17K ﹤0.01%
2,860
+330
1291
$17K ﹤0.01%
391
+6
1292
$17K ﹤0.01%
51
+14
1293
$17K ﹤0.01%
187
1294
$17K ﹤0.01%
317
1295
$17K ﹤0.01%
263
+50
1296
$17K ﹤0.01%
227
-643
1297
$17K ﹤0.01%
197
+85
1298
$16K ﹤0.01%
500
1299
$16K ﹤0.01%
8,239
+8,111
1300
$16K ﹤0.01%
300
-480
50 51
52
53 54