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
1751
$2K ﹤0.01%
50
-16
1752
$2K ﹤0.01%
50
+45
1753
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41
1754
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54
-226
1755
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12
1756
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10
-12
1757
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1758
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116
+6
1759
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+12
1760
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30
1761
$2K ﹤0.01%
50
1762
$2K ﹤0.01%
154
1763
$2K ﹤0.01%
+75
1764
$2K ﹤0.01%
13
+3
1765
$2K ﹤0.01%
10
-1,587
1766
$2K ﹤0.01%
36
+24
1767
$2K ﹤0.01%
26
1768
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40
+33
1769
$2K ﹤0.01%
23
1770
$2K ﹤0.01%
18
+8
1771
$2K ﹤0.01%
331
1772
$2K ﹤0.01%
35
1773
$2K ﹤0.01%
15
1774
$2K ﹤0.01%
20
1775
$2K ﹤0.01%
100
69 70
71
72 73