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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1801
$2K ﹤0.01%
176
+92
1802
$2K ﹤0.01%
13
+4
1803
$2K ﹤0.01%
54
1804
$2K ﹤0.01%
98
1805
$2K ﹤0.01%
20
1806
$2K ﹤0.01%
25
1807
$2K ﹤0.01%
20
1808
$2K ﹤0.01%
+247
1809
$2K ﹤0.01%
275
1810
$2K ﹤0.01%
33
1811
$2K ﹤0.01%
334
1812
$2K ﹤0.01%
36
1813
$2K ﹤0.01%
10
-1,587
1814
$2K ﹤0.01%
36
+24
1815
$2K ﹤0.01%
25
+20
1816
$2K ﹤0.01%
75
1817
$2K ﹤0.01%
133
+30
1818
$2K ﹤0.01%
30
-2,055
1819
$2K ﹤0.01%
50
1820
$2K ﹤0.01%
40
+20
1821
$2K ﹤0.01%
100
1822
$2K ﹤0.01%
1,000
1823
$1K ﹤0.01%
+35
1824
$1K ﹤0.01%
20
+15
1825
$1K ﹤0.01%
27
71 72
73
74 75