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
1426
$10K ﹤0.01%
150
1427
$10K ﹤0.01%
163
1428
$10K ﹤0.01%
262
-600
1429
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208
1430
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398
1431
$10K ﹤0.01%
+1,333
1432
$10K ﹤0.01%
639
+3
1433
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279
1434
$10K ﹤0.01%
300
+100
1435
$10K ﹤0.01%
152
1436
$10K ﹤0.01%
3,983
1437
$10K ﹤0.01%
50
1438
$10K ﹤0.01%
+750
1439
$10K ﹤0.01%
1,200
+200
1440
$10K ﹤0.01%
+900
1441
$10K ﹤0.01%
126
1442
$10K ﹤0.01%
141
1443
$10K ﹤0.01%
279
1444
$10K ﹤0.01%
219
+35
1445
$10K ﹤0.01%
742
+30
1446
$10K ﹤0.01%
400
1447
$10K ﹤0.01%
258
1448
$10K ﹤0.01%
54
1449
$10K ﹤0.01%
175
+96
1450
$10K ﹤0.01%
37
56 57
58
59 60