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
1426
$5.2K ﹤0.01%
+468
1427
$5.2K ﹤0.01%
172
-329
1428
$5.18K ﹤0.01%
+46
1429
$5.17K ﹤0.01%
24
-26
1430
$5.17K ﹤0.01%
60
1431
$5.14K ﹤0.01%
200
1432
$5.11K ﹤0.01%
282
1433
$5.05K ﹤0.01%
64
+25
1434
$5.01K ﹤0.01%
304
1435
$5K ﹤0.01%
96
1436
$4.95K ﹤0.01%
456
1437
$4.95K ﹤0.01%
201
-89,996
1438
$4.94K ﹤0.01%
50
-59
1439
$4.94K ﹤0.01%
37
-263
1440
$4.94K ﹤0.01%
174
1441
$4.92K ﹤0.01%
55
1442
$4.86K ﹤0.01%
62
1443
$4.86K ﹤0.01%
129
+87
1444
$4.85K ﹤0.01%
1,618
-100
1445
$4.85K ﹤0.01%
500
1446
$4.78K ﹤0.01%
177
1447
$4.73K ﹤0.01%
47
+36
1448
$4.7K ﹤0.01%
+80
1449
$4.7K ﹤0.01%
+2,500
1450
$4.68K ﹤0.01%
265
-64
56 57
58
59 60