AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1751
$2K ﹤0.01%
26
1752
$2K ﹤0.01%
116
+6
1753
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+12
1754
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50
1755
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154
1756
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+75
1757
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28
1758
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36
1759
$2K ﹤0.01%
10
-1,587
1760
$2K ﹤0.01%
100
1761
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85
1762
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25
+20
1763
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60
-200
1764
$2K ﹤0.01%
10
1765
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135
1766
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30
+15
1767
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140
1768
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30
1769
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29
1770
$2K ﹤0.01%
176
+92
1771
$2K ﹤0.01%
13
+4
1772
$2K ﹤0.01%
54
1773
$2K ﹤0.01%
334
1774
$2K ﹤0.01%
41
1775
$2K ﹤0.01%
30
69 70
71
72 73