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
1326
$15K ﹤0.01%
500
1327
$15K ﹤0.01%
322
1328
$15K ﹤0.01%
228
1329
$15K ﹤0.01%
557
+500
1330
$15K ﹤0.01%
312
-1,455
1331
$15K ﹤0.01%
1,430
1332
$15K ﹤0.01%
2,000
1333
$15K ﹤0.01%
200
1334
$15K ﹤0.01%
+459
1335
$14K ﹤0.01%
+335
1336
$14K ﹤0.01%
+1,000
1337
$14K ﹤0.01%
452
+136
1338
$14K ﹤0.01%
400
1339
$14K ﹤0.01%
358
1340
$14K ﹤0.01%
287
+2
1341
$14K ﹤0.01%
390
1342
$14K ﹤0.01%
+292
1343
$14K ﹤0.01%
122
+2
1344
$14K ﹤0.01%
500
1345
$14K ﹤0.01%
181
1346
$14K ﹤0.01%
298
+227
1347
$14K ﹤0.01%
32
1348
$14K ﹤0.01%
208
-192
1349
$14K ﹤0.01%
1,000
1350
$14K ﹤0.01%
1,033
52 53
54
55 56