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
1376
$13K ﹤0.01%
348
-16
1377
$13K ﹤0.01%
310
1378
$12K ﹤0.01%
6
+2
1379
$12K ﹤0.01%
3,488
1380
$12K ﹤0.01%
2,086
+206
1381
$12K ﹤0.01%
232
+175
1382
$12K ﹤0.01%
+571
1383
$12K ﹤0.01%
+540
1384
$12K ﹤0.01%
123
1385
$12K ﹤0.01%
342
1386
$12K ﹤0.01%
743
1387
$12K ﹤0.01%
23
-26
1388
$12K ﹤0.01%
842
-19,100
1389
$12K ﹤0.01%
900
-3,019
1390
$12K ﹤0.01%
200
1391
$11K ﹤0.01%
46
1392
$11K ﹤0.01%
+1,032
1393
$11K ﹤0.01%
300
1394
$11K ﹤0.01%
363
1395
$11K ﹤0.01%
1,278
-669
1396
$11K ﹤0.01%
+500
1397
$11K ﹤0.01%
2,045
1398
$11K ﹤0.01%
200
1399
$11K ﹤0.01%
432
1400
$11K ﹤0.01%
1,396
-15,713
54 55
56
57 58