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
1526
$7K ﹤0.01%
+250
1527
$7K ﹤0.01%
258
+44
1528
$7K ﹤0.01%
107
+1
1529
$7K ﹤0.01%
175
-90
1530
$7K ﹤0.01%
171
+29
1531
$7K ﹤0.01%
+110
1532
$7K ﹤0.01%
430
+35
1533
$7K ﹤0.01%
225
1534
$7K ﹤0.01%
96
1535
$7K ﹤0.01%
100
1536
$7K ﹤0.01%
60
+15
1537
$7K ﹤0.01%
850
1538
$7K ﹤0.01%
288
1539
$7K ﹤0.01%
260
+10
1540
$7K ﹤0.01%
350
1541
$7K ﹤0.01%
900
-310
1542
$7K ﹤0.01%
+255
1543
$7K ﹤0.01%
+1,000
1544
$6K ﹤0.01%
2,250
+1,250
1545
$6K ﹤0.01%
+117
1546
$6K ﹤0.01%
328
+314
1547
$6K ﹤0.01%
975
+41
1548
$6K ﹤0.01%
88
+32
1549
$6K ﹤0.01%
124
1550
$6K ﹤0.01%
206
60 61
62
63 64