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
1701
$3K ﹤0.01%
12
+4
1702
$3K ﹤0.01%
125
-3,081
1703
$3K ﹤0.01%
595
1704
$3K ﹤0.01%
68
1705
$3K ﹤0.01%
+147
1706
$3K ﹤0.01%
400
1707
$3K ﹤0.01%
+270
1708
$3K ﹤0.01%
18
1709
$3K ﹤0.01%
+18
1710
$3K ﹤0.01%
53
-8
1711
$3K ﹤0.01%
133
1712
$3K ﹤0.01%
100
1713
$3K ﹤0.01%
17
+11
1714
$3K ﹤0.01%
100
1715
$3K ﹤0.01%
21
+7
1716
$3K ﹤0.01%
+24
1717
$3K ﹤0.01%
40
-90
1718
$3K ﹤0.01%
100
1719
$3K ﹤0.01%
237
-2,500
1720
$3K ﹤0.01%
35
+25
1721
$3K ﹤0.01%
25
1722
$3K ﹤0.01%
121
-15
1723
$3K ﹤0.01%
+83
1724
$3K ﹤0.01%
30
1725
$3K ﹤0.01%
75
67 68
69
70 71