AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$20.5M
2
+$15.3M
3
+$14.4M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$13.8M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$8.35M

Top Sells

1
+$6.06M
2
+$4.28M
3
+$4.01M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$3.82M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.76M

Sector Composition

1 Technology 6.4%
2 Healthcare 4.5%
3 Industrials 4.03%
4 Financials 3.85%
5 Consumer Discretionary 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$15K ﹤0.01%
159
1327
$15K ﹤0.01%
1,200
1328
$15K ﹤0.01%
2,116
-2,800
1329
$15K ﹤0.01%
616
1330
$15K ﹤0.01%
500
1331
$15K ﹤0.01%
322
1332
$15K ﹤0.01%
228
1333
$15K ﹤0.01%
557
+500
1334
$15K ﹤0.01%
312
-1,455
1335
$14K ﹤0.01%
+335
1336
$14K ﹤0.01%
+1,000
1337
$14K ﹤0.01%
+292
1338
$14K ﹤0.01%
122
+2
1339
$14K ﹤0.01%
500
1340
$14K ﹤0.01%
1,033
1341
$14K ﹤0.01%
452
+136
1342
$14K ﹤0.01%
400
1343
$14K ﹤0.01%
358
1344
$14K ﹤0.01%
287
+2
1345
$14K ﹤0.01%
390
1346
$14K ﹤0.01%
181
1347
$14K ﹤0.01%
298
+227
1348
$14K ﹤0.01%
32
1349
$14K ﹤0.01%
208
-192
1350
$14K ﹤0.01%
1,000
52 53
54
55 56