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
1551
$2.79K ﹤0.01%
54
+36
1552
$2.77K ﹤0.01%
22
-164
1553
$2.73K ﹤0.01%
17
-3
1554
$2.69K ﹤0.01%
47
-62
1555
$2.68K ﹤0.01%
+23
1556
$2.66K ﹤0.01%
351
-14
1557
$2.63K ﹤0.01%
+1,000
1558
$2.58K ﹤0.01%
63
1559
$2.56K ﹤0.01%
108
-61
1560
$2.52K ﹤0.01%
49
-14
1561
$2.5K ﹤0.01%
77
-367
1562
$2.47K ﹤0.01%
52
-6
1563
$2.46K ﹤0.01%
50
-38
1564
$2.44K ﹤0.01%
71
1565
$2.43K ﹤0.01%
55
1566
$2.38K ﹤0.01%
115
1567
$2.38K ﹤0.01%
+201
1568
$2.38K ﹤0.01%
1,640
-100
1569
$2.36K ﹤0.01%
27
-14
1570
$2.36K ﹤0.01%
63
-306
1571
$2.35K ﹤0.01%
56
-295
1572
$2.34K ﹤0.01%
120
-45
1573
$2.34K ﹤0.01%
68
1574
$2.34K ﹤0.01%
35
-4
1575
$2.27K ﹤0.01%
5
61 62
63
64 65