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
1801
$2K ﹤0.01%
200
-28,930
1802
$2K ﹤0.01%
6
1803
$2K ﹤0.01%
68
1804
$2K ﹤0.01%
72
1805
$2K ﹤0.01%
357
1806
$2K ﹤0.01%
204
1807
$2K ﹤0.01%
9
1808
$2K ﹤0.01%
10
1809
$2K ﹤0.01%
120
+10
1810
$2K ﹤0.01%
30
+4
1811
$2K ﹤0.01%
331
-82
1812
$2K ﹤0.01%
77
1813
$2K ﹤0.01%
+13
1814
$2K ﹤0.01%
2
1815
$2K ﹤0.01%
+36
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%
+25
1824
$1K ﹤0.01%
+24
1825
$1K ﹤0.01%
27
71 72
73
74 75