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
1701
$1.25K ﹤0.01%
233
1702
$1.25K ﹤0.01%
16
-27
1703
$1.25K ﹤0.01%
24
-636
1704
$1.25K ﹤0.01%
+50
1705
$1.24K ﹤0.01%
19
-111
1706
$1.22K ﹤0.01%
7
+6
1707
$1.22K ﹤0.01%
100
1708
$1.21K ﹤0.01%
20
-11
1709
$1.21K ﹤0.01%
7
-13
1710
$1.21K ﹤0.01%
9
-39
1711
$1.2K ﹤0.01%
13
-8
1712
$1.2K ﹤0.01%
+10
1713
$1.19K ﹤0.01%
16
+3
1714
$1.19K ﹤0.01%
8
1715
$1.19K ﹤0.01%
38
1716
$1.18K ﹤0.01%
12
+7
1717
$1.18K ﹤0.01%
13
-18
1718
$1.16K ﹤0.01%
10
+2
1719
$1.16K ﹤0.01%
59
+50
1720
$1.15K ﹤0.01%
+40
1721
$1.15K ﹤0.01%
26
1722
$1.15K ﹤0.01%
20
+7
1723
$1.14K ﹤0.01%
+15
1724
$1.13K ﹤0.01%
20
-24
1725
$1.13K ﹤0.01%
+87
67 68
69
70 71