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
1801
$2K ﹤0.01%
9
1802
$2K ﹤0.01%
10
1803
$2K ﹤0.01%
120
+10
1804
$2K ﹤0.01%
140
1805
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30
1806
$2K ﹤0.01%
29
1807
$2K ﹤0.01%
30
+4
1808
$2K ﹤0.01%
331
-82
1809
$2K ﹤0.01%
77
1810
$2K ﹤0.01%
+13
1811
$2K ﹤0.01%
2
1812
$2K ﹤0.01%
+36
1813
$2K ﹤0.01%
176
+92
1814
$2K ﹤0.01%
13
+4
1815
$2K ﹤0.01%
54
1816
$2K ﹤0.01%
98
1817
$2K ﹤0.01%
275
1818
$2K ﹤0.01%
20
1819
$2K ﹤0.01%
33
1820
$2K ﹤0.01%
25
1821
$2K ﹤0.01%
20
1822
$2K ﹤0.01%
+247
1823
$1K ﹤0.01%
62
1824
$1K ﹤0.01%
80
1825
$1K ﹤0.01%
+143
71 72
73
74 75