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
1576
$6K ﹤0.01%
+77
1577
$6K ﹤0.01%
165
+35
1578
$6K ﹤0.01%
50
1579
$6K ﹤0.01%
+1,580
1580
$6K ﹤0.01%
27
1581
$6K ﹤0.01%
+800
1582
$6K ﹤0.01%
+255
1583
$6K ﹤0.01%
761
-1,138
1584
$6K ﹤0.01%
604
+2
1585
$6K ﹤0.01%
4,250
+350
1586
$6K ﹤0.01%
170
1587
$5K ﹤0.01%
41
1588
$5K ﹤0.01%
17
-405
1589
$5K ﹤0.01%
24
+19
1590
$5K ﹤0.01%
178
1591
$5K ﹤0.01%
80
+20
1592
$5K ﹤0.01%
109
+80
1593
$5K ﹤0.01%
117
1594
$5K ﹤0.01%
400
-500
1595
$5K ﹤0.01%
164
1596
$5K ﹤0.01%
15
+5
1597
$5K ﹤0.01%
394
1598
$5K ﹤0.01%
66
1599
$5K ﹤0.01%
90
1600
$5K ﹤0.01%
63
-182
62 63
64
65 66