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
1351
$13K ﹤0.01%
289
-85
1352
$13K ﹤0.01%
316
1353
$13K ﹤0.01%
540
1354
$13K ﹤0.01%
357
+15
1355
$13K ﹤0.01%
600
1356
$13K ﹤0.01%
100
+32
1357
$13K ﹤0.01%
107
+72
1358
$13K ﹤0.01%
+429
1359
$13K ﹤0.01%
1,600
1360
$13K ﹤0.01%
+1,200
1361
$13K ﹤0.01%
26
1362
$13K ﹤0.01%
+700
1363
$13K ﹤0.01%
360
1364
$13K ﹤0.01%
250
+90
1365
$13K ﹤0.01%
460
-640
1366
$13K ﹤0.01%
927
-1,074
1367
$13K ﹤0.01%
+333
1368
$13K ﹤0.01%
2,339
+95
1369
$13K ﹤0.01%
358
+32
1370
$13K ﹤0.01%
348
-16
1371
$13K ﹤0.01%
310
1372
$13K ﹤0.01%
642
-59
1373
$13K ﹤0.01%
475
-835
1374
$13K ﹤0.01%
208
-8
1375
$13K ﹤0.01%
325
53 54
55
56 57