AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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%
737
1677
$4K ﹤0.01%
106
-10
1678
$4K ﹤0.01%
89
1679
$4K ﹤0.01%
+50
1680
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115
1681
$4K ﹤0.01%
147
1682
$4K ﹤0.01%
700
1683
$4K ﹤0.01%
+50
1684
$4K ﹤0.01%
740
+581
1685
$4K ﹤0.01%
103
1686
$3K ﹤0.01%
+20
1687
$3K ﹤0.01%
18
+13
1688
$3K ﹤0.01%
72
1689
$3K ﹤0.01%
14
+4
1690
$3K ﹤0.01%
9
+2
1691
$3K ﹤0.01%
58
1692
$3K ﹤0.01%
16
-3
1693
$3K ﹤0.01%
+100
1694
$3K ﹤0.01%
32
-21
1695
$3K ﹤0.01%
58
1696
$3K ﹤0.01%
450
1697
$3K ﹤0.01%
35
1698
$3K ﹤0.01%
65
+60
1699
$3K ﹤0.01%
6
+5
1700
$3K ﹤0.01%
6
+2
66 67
68
69 70