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
1751
$1.03K ﹤0.01%
35
+11
1752
$1.03K ﹤0.01%
120
+96
1753
$1.03K ﹤0.01%
5
-7
1754
$1.02K ﹤0.01%
+70
1755
$1.02K ﹤0.01%
+65
1756
$1.02K ﹤0.01%
100
-5,989
1757
$1.01K ﹤0.01%
5
-5
1758
$1.01K ﹤0.01%
65
-235
1759
$995 ﹤0.01%
+23
1760
$986 ﹤0.01%
36
1761
$984 ﹤0.01%
26
-10
1762
$984 ﹤0.01%
+15
1763
$983 ﹤0.01%
220
1764
$983 ﹤0.01%
40
+23
1765
$969 ﹤0.01%
+15
1766
$968 ﹤0.01%
50
+30
1767
$968 ﹤0.01%
5
+2
1768
$964 ﹤0.01%
33
-7
1769
$964 ﹤0.01%
5
1770
$962 ﹤0.01%
45
+22
1771
$961 ﹤0.01%
+25
1772
$957 ﹤0.01%
+32
1773
$955 ﹤0.01%
25
-4
1774
$954 ﹤0.01%
45
-40
1775
$944 ﹤0.01%
35
+27
69 70
71
72 73