AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$20.5M
2
+$15.3M
3
+$14.4M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$13.8M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$8.35M

Top Sells

1
+$6.06M
2
+$4.28M
3
+$4.01M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$3.82M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.76M

Sector Composition

1 Technology 6.4%
2 Healthcare 4.5%
3 Industrials 4.03%
4 Financials 3.85%
5 Consumer Discretionary 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$5K ﹤0.01%
185
-10
1602
$5K ﹤0.01%
41
1603
$5K ﹤0.01%
80
+20
1604
$5K ﹤0.01%
109
+80
1605
$5K ﹤0.01%
117
1606
$5K ﹤0.01%
400
-500
1607
$5K ﹤0.01%
164
1608
$5K ﹤0.01%
15
+5
1609
$5K ﹤0.01%
394
1610
$5K ﹤0.01%
66
1611
$5K ﹤0.01%
+146
1612
$5K ﹤0.01%
96
1613
$5K ﹤0.01%
85
+75
1614
$5K ﹤0.01%
47
1615
$5K ﹤0.01%
71
+55
1616
$5K ﹤0.01%
133
+75
1617
$5K ﹤0.01%
126
1618
$5K ﹤0.01%
57
1619
$5K ﹤0.01%
313
1620
$5K ﹤0.01%
300
1621
$5K ﹤0.01%
620
1622
$5K ﹤0.01%
52
1623
$5K ﹤0.01%
91
1624
$5K ﹤0.01%
91
+25
1625
$5K ﹤0.01%
45
+13
63 64
65
66 67