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
1326
$8.69K ﹤0.01%
1,930
+196
1327
$8.65K ﹤0.01%
81
-665
1328
$8.63K ﹤0.01%
249
-31
1329
$8.62K ﹤0.01%
358
+346
1330
$8.6K ﹤0.01%
1,372
+39
1331
$8.56K ﹤0.01%
1,059
1332
$8.46K ﹤0.01%
150
1333
$8.45K ﹤0.01%
92
-468
1334
$8.4K ﹤0.01%
87
+31
1335
$8.37K ﹤0.01%
200
1336
$8.35K ﹤0.01%
225
1337
$8.28K ﹤0.01%
539
+39
1338
$8.26K ﹤0.01%
153
1339
$8.21K ﹤0.01%
55
1340
$8.17K ﹤0.01%
173
+101
1341
$8.12K ﹤0.01%
295
+87
1342
$8.06K ﹤0.01%
403
-84
1343
$8.04K ﹤0.01%
92
+2
1344
$8.03K ﹤0.01%
277
1345
$8.03K ﹤0.01%
1,100
-305
1346
$8.03K ﹤0.01%
102
1347
$7.99K ﹤0.01%
508
-1,007
1348
$7.99K ﹤0.01%
500
1349
$7.99K ﹤0.01%
6
-3
1350
$7.98K ﹤0.01%
232
-819
52 53
54
55 56