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
1801
$844 ﹤0.01%
+117
1802
$843 ﹤0.01%
+10
1803
$842 ﹤0.01%
5
+4
1804
$842 ﹤0.01%
20
1805
$841 ﹤0.01%
8
-17
1806
$828 ﹤0.01%
5
-12
1807
$826 ﹤0.01%
28
+16
1808
$817 ﹤0.01%
+18
1809
$816 ﹤0.01%
10
-5
1810
$814 ﹤0.01%
+13
1811
$809 ﹤0.01%
26
+23
1812
$808 ﹤0.01%
43
-15
1813
$805 ﹤0.01%
58
1814
$804 ﹤0.01%
5
-9
1815
$802 ﹤0.01%
29
-70
1816
$798 ﹤0.01%
+5
1817
$797 ﹤0.01%
+62
1818
$795 ﹤0.01%
12
+5
1819
$792 ﹤0.01%
14
+8
1820
$790 ﹤0.01%
+17
1821
$784 ﹤0.01%
2
-21
1822
$781 ﹤0.01%
36
1823
$778 ﹤0.01%
+8
1824
$772 ﹤0.01%
+41
1825
$768 ﹤0.01%
25
-6
71 72
73
74 75