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
1476
$8K ﹤0.01%
+220
1477
$8K ﹤0.01%
150
1478
$8K ﹤0.01%
149
+114
1479
$8K ﹤0.01%
415
1480
$8K ﹤0.01%
557
-812
1481
$8K ﹤0.01%
+406
1482
$8K ﹤0.01%
210
-56
1483
$8K ﹤0.01%
216
-5
1484
$8K ﹤0.01%
860
+800
1485
$8K ﹤0.01%
238
1486
$8K ﹤0.01%
400
1487
$8K ﹤0.01%
1,100
1488
$8K ﹤0.01%
695
1489
$8K ﹤0.01%
50
+3
1490
$8K ﹤0.01%
200
1491
$8K ﹤0.01%
100
1492
$8K ﹤0.01%
500
-55,500
1493
$8K ﹤0.01%
270
1494
$8K ﹤0.01%
400
1495
$8K ﹤0.01%
660
-1,340
1496
$8K ﹤0.01%
115
+7
1497
$8K ﹤0.01%
198
-1,950
1498
$8K ﹤0.01%
87
1499
$8K ﹤0.01%
384
+350
1500
$7K ﹤0.01%
31
+1
58 59
60
61 62