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
1576
$2.25K ﹤0.01%
+65
1577
$2.21K ﹤0.01%
91
-23
1578
$2.19K ﹤0.01%
7
+2
1579
$2.19K ﹤0.01%
72
1580
$2.18K ﹤0.01%
230
1581
$2.14K ﹤0.01%
107
1582
$2.13K ﹤0.01%
+45
1583
$2.12K ﹤0.01%
+100
1584
$2.11K ﹤0.01%
36
-112
1585
$2.11K ﹤0.01%
27
+10
1586
$2.11K ﹤0.01%
15
-7
1587
$2.1K ﹤0.01%
161
1588
$2.1K ﹤0.01%
+400
1589
$2.09K ﹤0.01%
332
+67
1590
$2.09K ﹤0.01%
41
+30
1591
$2.07K ﹤0.01%
+65
1592
$2.06K ﹤0.01%
17
-197
1593
$2.06K ﹤0.01%
+100
1594
$2.04K ﹤0.01%
22
+12
1595
$2.04K ﹤0.01%
140
1596
$2.02K ﹤0.01%
36
1597
$2.01K ﹤0.01%
54
+53
1598
$1.98K ﹤0.01%
29
-15
1599
$1.95K ﹤0.01%
101
1600
$1.95K ﹤0.01%
+1,000
62 63
64
65 66