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
1626
$5K ﹤0.01%
27
+12
1627
$5K ﹤0.01%
137
1628
$5K ﹤0.01%
120
1629
$5K ﹤0.01%
+632
1630
$5K ﹤0.01%
200
-1,300
1631
$5K ﹤0.01%
185
-10
1632
$4K ﹤0.01%
+5,000
1633
$4K ﹤0.01%
48
1634
$4K ﹤0.01%
+34
1635
$4K ﹤0.01%
200
1636
$4K ﹤0.01%
31
+6
1637
$4K ﹤0.01%
110
1638
$4K ﹤0.01%
92
1639
$4K ﹤0.01%
97
1640
$4K ﹤0.01%
36
+13
1641
$4K ﹤0.01%
116
+4
1642
$4K ﹤0.01%
+570
1643
$4K ﹤0.01%
191
1644
$4K ﹤0.01%
50
+30
1645
$4K ﹤0.01%
70
+23
1646
$4K ﹤0.01%
100
1647
$4K ﹤0.01%
82
1648
$4K ﹤0.01%
29
+24
1649
$4K ﹤0.01%
219
+30
1650
$4K ﹤0.01%
750
+500
64 65
66
67 68