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
1651
$4K ﹤0.01%
8
+5
1652
$4K ﹤0.01%
443
1653
$4K ﹤0.01%
1,200
+200
1654
$4K ﹤0.01%
300
-400
1655
$4K ﹤0.01%
+66
1656
$4K ﹤0.01%
112
+10
1657
$4K ﹤0.01%
175
-357
1658
$4K ﹤0.01%
29
1659
$4K ﹤0.01%
50
1660
$4K ﹤0.01%
300
1661
$4K ﹤0.01%
31
+16
1662
$4K ﹤0.01%
100
-5
1663
$4K ﹤0.01%
200
1664
$4K ﹤0.01%
375
-1,125
1665
$4K ﹤0.01%
115
-394
1666
$4K ﹤0.01%
49
+29
1667
$4K ﹤0.01%
+10
1668
$4K ﹤0.01%
737
1669
$4K ﹤0.01%
106
-10
1670
$4K ﹤0.01%
89
1671
$4K ﹤0.01%
+50
1672
$4K ﹤0.01%
115
1673
$4K ﹤0.01%
45
1674
$4K ﹤0.01%
+197
1675
$4K ﹤0.01%
+150
65 66
67
68 69