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
1676
$4K ﹤0.01%
147
1677
$4K ﹤0.01%
700
1678
$4K ﹤0.01%
+50
1679
$4K ﹤0.01%
740
+581
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%
16
-3
1687
$3K ﹤0.01%
+20
1688
$3K ﹤0.01%
100
1689
$3K ﹤0.01%
17
+11
1690
$3K ﹤0.01%
100
1691
$3K ﹤0.01%
21
+7
1692
$3K ﹤0.01%
+24
1693
$3K ﹤0.01%
40
-90
1694
$3K ﹤0.01%
100
1695
$3K ﹤0.01%
237
-2,500
1696
$3K ﹤0.01%
35
+25
1697
$3K ﹤0.01%
18
+13
1698
$3K ﹤0.01%
72
1699
$3K ﹤0.01%
14
+4
1700
$3K ﹤0.01%
9
+2
66 67
68
69 70