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
1376
$13K ﹤0.01%
85
1377
$13K ﹤0.01%
453
1378
$12K ﹤0.01%
6
+2
1379
$12K ﹤0.01%
+571
1380
$12K ﹤0.01%
+540
1381
$12K ﹤0.01%
123
1382
$12K ﹤0.01%
342
1383
$12K ﹤0.01%
743
1384
$12K ﹤0.01%
23
-26
1385
$12K ﹤0.01%
842
-19,100
1386
$12K ﹤0.01%
900
-3,019
1387
$12K ﹤0.01%
200
1388
$12K ﹤0.01%
3,488
1389
$12K ﹤0.01%
2,086
+206
1390
$12K ﹤0.01%
232
+175
1391
$11K ﹤0.01%
46
1392
$11K ﹤0.01%
+1,032
1393
$11K ﹤0.01%
380
+50
1394
$11K ﹤0.01%
150
1395
$11K ﹤0.01%
300
1396
$11K ﹤0.01%
363
1397
$11K ﹤0.01%
330
+5
1398
$11K ﹤0.01%
197
1399
$11K ﹤0.01%
300
1400
$11K ﹤0.01%
300
54 55
56
57 58