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
1451
$10K ﹤0.01%
250
1452
$9K ﹤0.01%
+200
1453
$9K ﹤0.01%
100
1454
$9K ﹤0.01%
350
-1,275
1455
$9K ﹤0.01%
200
1456
$9K ﹤0.01%
266
+262
1457
$9K ﹤0.01%
32
-3
1458
$9K ﹤0.01%
192
1459
$9K ﹤0.01%
285
1460
$9K ﹤0.01%
200
1461
$9K ﹤0.01%
128
-44
1462
$9K ﹤0.01%
246
1463
$9K ﹤0.01%
271
1464
$9K ﹤0.01%
1,100
1465
$9K ﹤0.01%
190
1466
$9K ﹤0.01%
180
-2,918
1467
$9K ﹤0.01%
213
-13,564
1468
$9K ﹤0.01%
84
+59
1469
$9K ﹤0.01%
1,370
-157
1470
$9K ﹤0.01%
762
1471
$9K ﹤0.01%
185
1472
$9K ﹤0.01%
279
1473
$8K ﹤0.01%
432
-369
1474
$8K ﹤0.01%
62
+57
1475
$8K ﹤0.01%
33
+28
57 58
59
60 61