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
1476
$4.1K ﹤0.01%
25
1477
$4.1K ﹤0.01%
20
-25
1478
$4.09K ﹤0.01%
228
1479
$4.06K ﹤0.01%
90
1480
$4.06K ﹤0.01%
33
+24
1481
$4.05K ﹤0.01%
+143
1482
$4K ﹤0.01%
+37
1483
$3.95K ﹤0.01%
100
1484
$3.94K ﹤0.01%
250
-7
1485
$3.89K ﹤0.01%
300
+291
1486
$3.89K ﹤0.01%
113
1487
$3.88K ﹤0.01%
75
1488
$3.86K ﹤0.01%
100
-51
1489
$3.84K ﹤0.01%
23
-9
1490
$3.82K ﹤0.01%
650
+500
1491
$3.79K ﹤0.01%
22
-83
1492
$3.78K ﹤0.01%
58
1493
$3.75K ﹤0.01%
18
-47
1494
$3.73K ﹤0.01%
163
-37
1495
$3.71K ﹤0.01%
25
-40
1496
$3.69K ﹤0.01%
29
1497
$3.63K ﹤0.01%
100
1498
$3.61K ﹤0.01%
42
-27
1499
$3.56K ﹤0.01%
831
+144
1500
$3.55K ﹤0.01%
115
58 59
60
61 62