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
1301
$9.5K ﹤0.01%
165
+20
1302
$9.49K ﹤0.01%
325
1303
$9.4K ﹤0.01%
443
+32
1304
$9.38K ﹤0.01%
549
+49
1305
$9.37K ﹤0.01%
209
1306
$9.31K ﹤0.01%
391
1307
$9.29K ﹤0.01%
261
+15
1308
$9.25K ﹤0.01%
100
-8
1309
$9.24K ﹤0.01%
+2,000
1310
$9.18K ﹤0.01%
159
1311
$9.16K ﹤0.01%
150
-22
1312
$9.12K ﹤0.01%
205
1313
$9.12K ﹤0.01%
+360
1314
$9.1K ﹤0.01%
181
1315
$9.1K ﹤0.01%
59
-53
1316
$9.09K ﹤0.01%
69
-214
1317
$9.07K ﹤0.01%
418
-13
1318
$9.07K ﹤0.01%
555
-70
1319
$9.04K ﹤0.01%
65
+5
1320
$8.93K ﹤0.01%
500
1321
$8.9K ﹤0.01%
3,409
1322
$8.79K ﹤0.01%
100
1323
$8.74K ﹤0.01%
570
-270
1324
$8.73K ﹤0.01%
49
-14
1325
$8.71K ﹤0.01%
85
-2
51 52
53
54 55