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
1551
$6K ﹤0.01%
89
+1
1552
$6K ﹤0.01%
550
+324
1553
$6K ﹤0.01%
500
1554
$6K ﹤0.01%
82
+43
1555
$6K ﹤0.01%
25
+24
1556
$6K ﹤0.01%
44
1557
$6K ﹤0.01%
504
+124
1558
$6K ﹤0.01%
+172
1559
$6K ﹤0.01%
90
1560
$6K ﹤0.01%
+228
1561
$6K ﹤0.01%
25
+5
1562
$6K ﹤0.01%
+330
1563
$6K ﹤0.01%
100
1564
$6K ﹤0.01%
+660
1565
$6K ﹤0.01%
215
-285
1566
$6K ﹤0.01%
54
1567
$6K ﹤0.01%
200
-1,450
1568
$6K ﹤0.01%
109
1569
$6K ﹤0.01%
211
1570
$6K ﹤0.01%
155
-9,549
1571
$6K ﹤0.01%
117
1572
$6K ﹤0.01%
82
+17
1573
$6K ﹤0.01%
+53
1574
$6K ﹤0.01%
71
-30
1575
$6K ﹤0.01%
200
-19
61 62
63
64 65