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
1651
$1.49K ﹤0.01%
57
1652
$1.48K ﹤0.01%
8
+5
1653
$1.48K ﹤0.01%
30
-31
1654
$1.48K ﹤0.01%
12
-1
1655
$1.47K ﹤0.01%
+24
1656
$1.47K ﹤0.01%
14
-12
1657
$1.46K ﹤0.01%
36
+15
1658
$1.46K ﹤0.01%
12
-24
1659
$1.45K ﹤0.01%
43
-7
1660
$1.45K ﹤0.01%
56
+34
1661
$1.44K ﹤0.01%
42
-48
1662
$1.44K ﹤0.01%
+47
1663
$1.44K ﹤0.01%
+48
1664
$1.42K ﹤0.01%
+15
1665
$1.42K ﹤0.01%
27
+26
1666
$1.41K ﹤0.01%
61
-151
1667
$1.41K ﹤0.01%
10
-22
1668
$1.4K ﹤0.01%
16
-18
1669
$1.4K ﹤0.01%
2,086
1670
$1.4K ﹤0.01%
12
1671
$1.39K ﹤0.01%
16
-28
1672
$1.39K ﹤0.01%
6
-6
1673
$1.37K ﹤0.01%
7
+1
1674
$1.37K ﹤0.01%
+15
1675
$1.37K ﹤0.01%
23
-85
65 66
67
68 69