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
1676
$1.37K ﹤0.01%
7
-6
1677
$1.36K ﹤0.01%
5
-7
1678
$1.36K ﹤0.01%
38
-15
1679
$1.35K ﹤0.01%
7
+5
1680
$1.35K ﹤0.01%
250
1681
$1.34K ﹤0.01%
17
1682
$1.34K ﹤0.01%
52
-53
1683
$1.34K ﹤0.01%
112
+39
1684
$1.33K ﹤0.01%
50
-2
1685
$1.33K ﹤0.01%
38
+34
1686
$1.33K ﹤0.01%
24
-32
1687
$1.32K ﹤0.01%
+42
1688
$1.32K ﹤0.01%
70
+35
1689
$1.32K ﹤0.01%
500
1690
$1.32K ﹤0.01%
115
-31
1691
$1.32K ﹤0.01%
30
1692
$1.32K ﹤0.01%
259
-17
1693
$1.31K ﹤0.01%
34
+6
1694
$1.31K ﹤0.01%
27
+16
1695
$1.3K ﹤0.01%
26
-50
1696
$1.3K ﹤0.01%
6
-1
1697
$1.28K ﹤0.01%
50
-75
1698
$1.28K ﹤0.01%
+8
1699
$1.26K ﹤0.01%
+5
1700
$1.26K ﹤0.01%
20
66 67
68
69 70