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
1351
$7.97K ﹤0.01%
116
-81
1352
$7.93K ﹤0.01%
42
-12
1353
$7.89K ﹤0.01%
59
1354
$7.84K ﹤0.01%
66
+35
1355
$7.83K ﹤0.01%
+62
1356
$7.77K ﹤0.01%
115
-13
1357
$7.76K ﹤0.01%
510
1358
$7.75K ﹤0.01%
99
-81
1359
$7.73K ﹤0.01%
335
-18
1360
$7.71K ﹤0.01%
180
1361
$7.64K ﹤0.01%
200
1362
$7.62K ﹤0.01%
500
-913
1363
$7.5K ﹤0.01%
+156
1364
$7.37K ﹤0.01%
324
-334
1365
$7.33K ﹤0.01%
96
1366
$7.3K ﹤0.01%
695
1367
$7.3K ﹤0.01%
800
1368
$7.23K ﹤0.01%
+150
1369
$7.2K ﹤0.01%
509
+55
1370
$7.06K ﹤0.01%
300
1371
$6.98K ﹤0.01%
150
+96
1372
$6.97K ﹤0.01%
16
1373
$6.97K ﹤0.01%
200
1374
$6.96K ﹤0.01%
559
+17
1375
$6.95K ﹤0.01%
73
-471
53 54
55
56 57