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
1526
$3.06K ﹤0.01%
57
+17
1527
$3.04K ﹤0.01%
21
+5
1528
$3.03K ﹤0.01%
22
-6
1529
$3.02K ﹤0.01%
+1,100
1530
$3.02K ﹤0.01%
70
+4
1531
$2.98K ﹤0.01%
74
+25
1532
$2.97K ﹤0.01%
185
1533
$2.95K ﹤0.01%
103
-15
1534
$2.94K ﹤0.01%
19
+14
1535
$2.94K ﹤0.01%
+65
1536
$2.93K ﹤0.01%
123
-513
1537
$2.93K ﹤0.01%
24
+4
1538
$2.92K ﹤0.01%
+50
1539
$2.91K ﹤0.01%
51
+48
1540
$2.91K ﹤0.01%
27
+8
1541
$2.89K ﹤0.01%
34
+21
1542
$2.89K ﹤0.01%
43
1543
$2.89K ﹤0.01%
58
-35
1544
$2.87K ﹤0.01%
115
-32
1545
$2.86K ﹤0.01%
28
-139
1546
$2.85K ﹤0.01%
60
-217
1547
$2.84K ﹤0.01%
30
-540
1548
$2.83K ﹤0.01%
28
1549
$2.83K ﹤0.01%
+500
1550
$2.79K ﹤0.01%
+41
60 61
62
63 64