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
1701
$3K ﹤0.01%
58
1702
$3K ﹤0.01%
25
1703
$3K ﹤0.01%
121
-15
1704
$3K ﹤0.01%
+83
1705
$3K ﹤0.01%
30
1706
$3K ﹤0.01%
75
1707
$3K ﹤0.01%
+54
1708
$3K ﹤0.01%
+100
1709
$3K ﹤0.01%
32
-21
1710
$3K ﹤0.01%
58
1711
$3K ﹤0.01%
450
1712
$3K ﹤0.01%
+36
1713
$3K ﹤0.01%
47
+5
1714
$3K ﹤0.01%
176
1715
$3K ﹤0.01%
35
1716
$3K ﹤0.01%
65
+60
1717
$3K ﹤0.01%
6
+5
1718
$3K ﹤0.01%
6
+2
1719
$3K ﹤0.01%
12
+4
1720
$3K ﹤0.01%
125
-3,081
1721
$3K ﹤0.01%
595
1722
$3K ﹤0.01%
66
1723
$3K ﹤0.01%
118
+48
1724
$3K ﹤0.01%
+150
1725
$3K ﹤0.01%
+65
67 68
69
70 71