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
1376
$6.92K ﹤0.01%
100
-9
1377
$6.67K ﹤0.01%
232
+6
1378
$6.66K ﹤0.01%
54
1379
$6.65K ﹤0.01%
45
1380
$6.57K ﹤0.01%
83
-3
1381
$6.54K ﹤0.01%
19
1382
$6.51K ﹤0.01%
280
1383
$6.38K ﹤0.01%
147
-30
1384
$6.36K ﹤0.01%
93
-74
1385
$6.34K ﹤0.01%
+1,700
1386
$6.32K ﹤0.01%
60
-979
1387
$6.31K ﹤0.01%
338
-6
1388
$6.31K ﹤0.01%
155
1389
$6.29K ﹤0.01%
19
-3
1390
$6.28K ﹤0.01%
106
1391
$6.27K ﹤0.01%
69
-30
1392
$6.25K ﹤0.01%
97
+91
1393
$6.24K ﹤0.01%
423
1394
$6.2K ﹤0.01%
88
1395
$6.15K ﹤0.01%
556
+6
1396
$6.11K ﹤0.01%
61
-88
1397
$6.09K ﹤0.01%
397
-75
1398
$6.08K ﹤0.01%
127
+68
1399
$6.04K ﹤0.01%
500
1400
$6.03K ﹤0.01%
162