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
1601
$5K ﹤0.01%
25
1602
$5K ﹤0.01%
200
1603
$5K ﹤0.01%
+146
1604
$5K ﹤0.01%
96
1605
$5K ﹤0.01%
85
+75
1606
$5K ﹤0.01%
47
1607
$5K ﹤0.01%
71
+55
1608
$5K ﹤0.01%
133
+75
1609
$5K ﹤0.01%
126
1610
$5K ﹤0.01%
57
1611
$5K ﹤0.01%
313
1612
$5K ﹤0.01%
300
1613
$5K ﹤0.01%
620
1614
$5K ﹤0.01%
52
1615
$5K ﹤0.01%
91
1616
$5K ﹤0.01%
91
+25
1617
$5K ﹤0.01%
138
1618
$5K ﹤0.01%
300
-53,739
1619
$5K ﹤0.01%
500
1620
$5K ﹤0.01%
500
1621
$5K ﹤0.01%
600
1622
$5K ﹤0.01%
45
+13
1623
$5K ﹤0.01%
65
+1
1624
$5K ﹤0.01%
319
+15
1625
$5K ﹤0.01%
134
63 64
65
66 67