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
1401
$5.97K ﹤0.01%
52
-20
1402
$5.95K ﹤0.01%
30
-308
1403
$5.89K ﹤0.01%
262
+21
1404
$5.81K ﹤0.01%
+185
1405
$5.8K ﹤0.01%
50
1406
$5.8K ﹤0.01%
100
-11
1407
$5.75K ﹤0.01%
145
+64
1408
$5.74K ﹤0.01%
135
1409
$5.72K ﹤0.01%
1,200
1410
$5.71K ﹤0.01%
100
-23
1411
$5.67K ﹤0.01%
31
-18
1412
$5.62K ﹤0.01%
60
-346
1413
$5.59K ﹤0.01%
99
-522
1414
$5.59K ﹤0.01%
60
-14
1415
$5.56K ﹤0.01%
142
1416
$5.53K ﹤0.01%
+144
1417
$5.47K ﹤0.01%
26
1418
$5.35K ﹤0.01%
132
+11
1419
$5.3K ﹤0.01%
231
1420
$5.26K ﹤0.01%
219
-374
1421
$5.25K ﹤0.01%
+200
1422
$5.25K ﹤0.01%
17
-5
1423
$5.24K ﹤0.01%
36
-31
1424
$5.21K ﹤0.01%
261
+23
1425
$5.21K ﹤0.01%
252
+13
55 56
57
58 59