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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1426
$10K ﹤0.01%
152
1427
$10K ﹤0.01%
3,983
1428
$10K ﹤0.01%
50
1429
$10K ﹤0.01%
+750
1430
$10K ﹤0.01%
742
+30
1431
$10K ﹤0.01%
+2,000
1432
$10K ﹤0.01%
262
1433
$10K ﹤0.01%
102
1434
$10K ﹤0.01%
500
-139
1435
$10K ﹤0.01%
+310
1436
$10K ﹤0.01%
+50
1437
$10K ﹤0.01%
150
1438
$10K ﹤0.01%
163
1439
$10K ﹤0.01%
262
-600
1440
$10K ﹤0.01%
208
1441
$10K ﹤0.01%
398
1442
$10K ﹤0.01%
+1,333
1443
$10K ﹤0.01%
639
+3
1444
$10K ﹤0.01%
279
1445
$10K ﹤0.01%
300
+100
1446
$10K ﹤0.01%
250
1447
$10K ﹤0.01%
400
1448
$10K ﹤0.01%
258
1449
$10K ﹤0.01%
54
1450
$10K ﹤0.01%
175
+96
56 57
58
59 60