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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1726
$3K ﹤0.01%
52
+5
1727
$3K ﹤0.01%
35
+25
1728
$3K ﹤0.01%
16
-3
1729
$3K ﹤0.01%
121
-15
1730
$3K ﹤0.01%
33
-325
1731
$3K ﹤0.01%
1,145
1732
$3K ﹤0.01%
90
-10
1733
$3K ﹤0.01%
138
1734
$3K ﹤0.01%
9,495
+750
1735
$3K ﹤0.01%
+20
1736
$3K ﹤0.01%
100
1737
$3K ﹤0.01%
17
+11
1738
$3K ﹤0.01%
100
1739
$3K ﹤0.01%
21
+7
1740
$3K ﹤0.01%
+24
1741
$3K ﹤0.01%
40
-90
1742
$3K ﹤0.01%
100
1743
$3K ﹤0.01%
237
-2,500
1744
$2K ﹤0.01%
26
1745
$2K ﹤0.01%
40
+33
1746
$2K ﹤0.01%
23
1747
$2K ﹤0.01%
100
1748
$2K ﹤0.01%
85
1749
$2K ﹤0.01%
200
-28,930
1750
$2K ﹤0.01%
6
68 69
70
71 72