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
1726
$3K ﹤0.01%
1,641
+660
1727
$3K ﹤0.01%
68
1728
$3K ﹤0.01%
+147
1729
$3K ﹤0.01%
400
1730
$3K ﹤0.01%
+270
1731
$3K ﹤0.01%
300
-150
1732
$3K ﹤0.01%
230
1733
$3K ﹤0.01%
33
-325
1734
$3K ﹤0.01%
190
1735
$3K ﹤0.01%
1,145
1736
$3K ﹤0.01%
90
-10
1737
$3K ﹤0.01%
18
1738
$3K ﹤0.01%
+18
1739
$3K ﹤0.01%
53
-8
1740
$3K ﹤0.01%
133
1741
$3K ﹤0.01%
52
+5
1742
$3K ﹤0.01%
138
1743
$3K ﹤0.01%
9,495
+750
1744
$2K ﹤0.01%
35
1745
$2K ﹤0.01%
28
1746
$2K ﹤0.01%
36
1747
$2K ﹤0.01%
52
1748
$2K ﹤0.01%
334
1749
$2K ﹤0.01%
10
1750
$2K ﹤0.01%
220
68 69
70
71 72