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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1626
$5K ﹤0.01%
15
+5
1627
$5K ﹤0.01%
394
1628
$5K ﹤0.01%
66
1629
$5K ﹤0.01%
90
1630
$5K ﹤0.01%
63
-182
1631
$5K ﹤0.01%
25
1632
$4K ﹤0.01%
115
1633
$4K ﹤0.01%
45
1634
$4K ﹤0.01%
+5,000
1635
$4K ﹤0.01%
48
1636
$4K ﹤0.01%
+34
1637
$4K ﹤0.01%
40
1638
$4K ﹤0.01%
31
+6
1639
$4K ﹤0.01%
110
1640
$4K ﹤0.01%
92
1641
$4K ﹤0.01%
750
+500
1642
$4K ﹤0.01%
8
+5
1643
$4K ﹤0.01%
+197
1644
$4K ﹤0.01%
+150
1645
$4K ﹤0.01%
443
1646
$4K ﹤0.01%
740
+581
1647
$4K ﹤0.01%
97
1648
$4K ﹤0.01%
180
+65
1649
$4K ﹤0.01%
116
+4
1650
$4K ﹤0.01%
+570
64 65
66
67 68