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
1451
$4.62K ﹤0.01%
150
1452
$4.62K ﹤0.01%
171
-8
1453
$4.59K ﹤0.01%
75
+31
1454
$4.58K ﹤0.01%
104
-100
1455
$4.58K ﹤0.01%
514
1456
$4.57K ﹤0.01%
85
-1,018
1457
$4.55K ﹤0.01%
+141
1458
$4.54K ﹤0.01%
1,580
1459
$4.54K ﹤0.01%
85
-23
1460
$4.46K ﹤0.01%
35
1461
$4.44K ﹤0.01%
7
-3
1462
$4.44K ﹤0.01%
168
1463
$4.42K ﹤0.01%
316
-8,300
1464
$4.41K ﹤0.01%
200
1465
$4.37K ﹤0.01%
20
-12
1466
$4.37K ﹤0.01%
20
-14
1467
$4.33K ﹤0.01%
157
1468
$4.32K ﹤0.01%
58
+54
1469
$4.29K ﹤0.01%
300
-17
1470
$4.26K ﹤0.01%
147
+22
1471
$4.26K ﹤0.01%
82
-29
1472
$4.21K ﹤0.01%
54
-19
1473
$4.17K ﹤0.01%
18
-6
1474
$4.12K ﹤0.01%
555
+460
1475
$4.11K ﹤0.01%
+250
57 58
59
60 61