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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
1676
$4K ﹤0.01%
+50
1677
$4K ﹤0.01%
147
1678
$4K ﹤0.01%
700
1679
$4K ﹤0.01%
+50
1680
$4K ﹤0.01%
103
1681
$4K ﹤0.01%
102
1682
$4K ﹤0.01%
300
1683
$4K ﹤0.01%
258
1684
$4K ﹤0.01%
39
1685
$4K ﹤0.01%
1,600
1686
$3K ﹤0.01%
18
+13
1687
$3K ﹤0.01%
72
1688
$3K ﹤0.01%
14
+4
1689
$3K ﹤0.01%
58
1690
$3K ﹤0.01%
30
1691
$3K ﹤0.01%
450
1692
$3K ﹤0.01%
118
+48
1693
$3K ﹤0.01%
+150
1694
$3K ﹤0.01%
+65
1695
$3K ﹤0.01%
68
1696
$3K ﹤0.01%
+270
1697
$3K ﹤0.01%
18
1698
$3K ﹤0.01%
+18
1699
$3K ﹤0.01%
53
-8
1700
$3K ﹤0.01%
9
+2
66 67
68
69 70