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
1626
$1.68K ﹤0.01%
250
1627
$1.66K ﹤0.01%
55
1628
$1.63K ﹤0.01%
20
-22
1629
$1.62K ﹤0.01%
15
1630
$1.62K ﹤0.01%
66
+24
1631
$1.62K ﹤0.01%
+26
1632
$1.6K ﹤0.01%
20
-19
1633
$1.59K ﹤0.01%
15
+10
1634
$1.58K ﹤0.01%
7
-3
1635
$1.57K ﹤0.01%
15
-32
1636
$1.56K ﹤0.01%
30
1637
$1.56K ﹤0.01%
36
-140
1638
$1.55K ﹤0.01%
12
-15
1639
$1.55K ﹤0.01%
30
-13
1640
$1.55K ﹤0.01%
16
-6
1641
$1.55K ﹤0.01%
96
+46
1642
$1.55K ﹤0.01%
40
+4
1643
$1.54K ﹤0.01%
19
+4
1644
$1.54K ﹤0.01%
10
-2
1645
$1.53K ﹤0.01%
+7
1646
$1.53K ﹤0.01%
6
-524
1647
$1.53K ﹤0.01%
39
+32
1648
$1.52K ﹤0.01%
39
-66
1649
$1.51K ﹤0.01%
91
+35
1650
$1.5K ﹤0.01%
42
64 65
66
67 68