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
1501
$3.53K ﹤0.01%
72
-170
1502
$3.51K ﹤0.01%
424
+150
1503
$3.51K ﹤0.01%
54
-9
1504
$3.5K ﹤0.01%
52
-35
1505
$3.5K ﹤0.01%
102
+44
1506
$3.5K ﹤0.01%
36
1507
$3.44K ﹤0.01%
89
-23
1508
$3.44K ﹤0.01%
23
+15
1509
$3.43K ﹤0.01%
259
+9
1510
$3.39K ﹤0.01%
+117
1511
$3.39K ﹤0.01%
35
+10
1512
$3.31K ﹤0.01%
250
1513
$3.3K ﹤0.01%
500
1514
$3.2K ﹤0.01%
740
1515
$3.19K ﹤0.01%
+75
1516
$3.19K ﹤0.01%
+63
1517
$3.16K ﹤0.01%
2,000
1518
$3.15K ﹤0.01%
1
-2
1519
$3.14K ﹤0.01%
28
-25
1520
$3.12K ﹤0.01%
86
+42
1521
$3.11K ﹤0.01%
40
-10
1522
$3.1K ﹤0.01%
250
-7,878
1523
$3.1K ﹤0.01%
12
-881
1524
$3.1K ﹤0.01%
71
1525
$3.09K ﹤0.01%
24
+20
59 60
61
62 63