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
1301
$16K ﹤0.01%
+750
1302
$16K ﹤0.01%
249
1303
$16K ﹤0.01%
706
1304
$16K ﹤0.01%
412
+408
1305
$16K ﹤0.01%
593
1306
$16K ﹤0.01%
62
+36
1307
$16K ﹤0.01%
715
1308
$16K ﹤0.01%
90
1309
$16K ﹤0.01%
1,377
+132
1310
$16K ﹤0.01%
794
+234
1311
$16K ﹤0.01%
600
1312
$16K ﹤0.01%
1,500
1313
$15K ﹤0.01%
278
1314
$15K ﹤0.01%
265
1315
$15K ﹤0.01%
300
1316
$15K ﹤0.01%
114
+42
1317
$15K ﹤0.01%
204
1318
$15K ﹤0.01%
159
1319
$15K ﹤0.01%
125
1320
$15K ﹤0.01%
+359
1321
$15K ﹤0.01%
+2,000
1322
$15K ﹤0.01%
1,360
-177
1323
$15K ﹤0.01%
1,200
1324
$15K ﹤0.01%
2,116
-2,800
1325
$15K ﹤0.01%
616
51 52
53
54 55