AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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%
300
+100
1427
$10K ﹤0.01%
152
1428
$10K ﹤0.01%
3,983
1429
$10K ﹤0.01%
50
1430
$10K ﹤0.01%
+750
1431
$10K ﹤0.01%
1,200
+200
1432
$10K ﹤0.01%
+900
1433
$10K ﹤0.01%
126
1434
$10K ﹤0.01%
262
1435
$10K ﹤0.01%
102
1436
$10K ﹤0.01%
500
-139
1437
$10K ﹤0.01%
+310
1438
$10K ﹤0.01%
+2,000
1439
$10K ﹤0.01%
+50
1440
$10K ﹤0.01%
150
1441
$10K ﹤0.01%
+1,333
1442
$10K ﹤0.01%
639
+3
1443
$10K ﹤0.01%
279
1444
$10K ﹤0.01%
141
1445
$10K ﹤0.01%
279
1446
$10K ﹤0.01%
219
+35
1447
$10K ﹤0.01%
742
+30
1448
$10K ﹤0.01%
258
1449
$10K ﹤0.01%
54
1450
$10K ﹤0.01%
175
+96
56 57
58
59 60