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
1726
$1.13K ﹤0.01%
+10
1727
$1.13K ﹤0.01%
+35
1728
$1.12K ﹤0.01%
89
-34
1729
$1.12K ﹤0.01%
5
-19
1730
$1.12K ﹤0.01%
53
1731
$1.11K ﹤0.01%
+15
1732
$1.1K ﹤0.01%
+15
1733
$1.09K ﹤0.01%
18
+2
1734
$1.08K ﹤0.01%
25
+6
1735
$1.08K ﹤0.01%
6
+5
1736
$1.07K ﹤0.01%
10
+9
1737
$1.07K ﹤0.01%
+30
1738
$1.07K ﹤0.01%
75
1739
$1.07K ﹤0.01%
7
-21
1740
$1.07K ﹤0.01%
+65
1741
$1.06K ﹤0.01%
5,625
1742
$1.05K ﹤0.01%
40
+20
1743
$1.05K ﹤0.01%
+20
1744
$1.05K ﹤0.01%
36
-68
1745
$1.05K ﹤0.01%
2
+1
1746
$1.04K ﹤0.01%
75
+63
1747
$1.04K ﹤0.01%
12
+8
1748
$1.04K ﹤0.01%
+20
1749
$1.04K ﹤0.01%
15
-4
1750
$1.04K ﹤0.01%
+60
68 69
70
71 72