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
1276
$10.2K ﹤0.01%
520
-525
1277
$10.2K ﹤0.01%
98
1278
$10.2K ﹤0.01%
559
-69
1279
$10.1K ﹤0.01%
298
+98
1280
$10.1K ﹤0.01%
240
1281
$10.1K ﹤0.01%
779
+6
1282
$10K ﹤0.01%
103
-130
1283
$9.99K ﹤0.01%
84
+27
1284
$9.99K ﹤0.01%
+189
1285
$9.96K ﹤0.01%
89
-14
1286
$9.93K ﹤0.01%
95
-175
1287
$9.92K ﹤0.01%
+120
1288
$9.9K ﹤0.01%
200
1289
$9.89K ﹤0.01%
77
+5
1290
$9.87K ﹤0.01%
111
+30
1291
$9.8K ﹤0.01%
150
-9
1292
$9.75K ﹤0.01%
2,500
1293
$9.74K ﹤0.01%
230
-72
1294
$9.74K ﹤0.01%
100
1295
$9.68K ﹤0.01%
200
1296
$9.6K ﹤0.01%
399
1297
$9.59K ﹤0.01%
125
1298
$9.57K ﹤0.01%
340
-7
1299
$9.56K ﹤0.01%
400
1300
$9.55K ﹤0.01%
674
-69
50 51
52
53 54