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
1776
$2K ﹤0.01%
85
1777
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50
1778
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30
1779
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25
+20
1780
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75
1781
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133
+30
1782
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30
-2,055
1783
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50
1784
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40
+20
1785
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100
1786
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1,000
1787
$2K ﹤0.01%
49
1788
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50
1789
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+168
1790
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263
+38
1791
$2K ﹤0.01%
60
-200
1792
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200
-28,930
1793
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6
1794
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68
1795
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72
1796
$2K ﹤0.01%
357
1797
$2K ﹤0.01%
10
1798
$2K ﹤0.01%
135
1799
$2K ﹤0.01%
30
+15
1800
$2K ﹤0.01%
204
70 71
72
73 74