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
1826
$1K ﹤0.01%
34
1827
$1K ﹤0.01%
51
1828
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21
1829
$1K ﹤0.01%
+322
1830
$1K ﹤0.01%
+413
1831
$1K ﹤0.01%
+1,000
1832
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10
1833
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25
1834
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30
+10
1835
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15
+5
1836
$1K ﹤0.01%
+9
1837
$1K ﹤0.01%
15
-105
1838
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69
1839
$1K ﹤0.01%
19
-122
1840
$1K ﹤0.01%
+40
1841
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12
1842
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35
+30
1843
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33
1844
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50
-17
1845
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7
+2
1846
$1K ﹤0.01%
50
1847
$1K ﹤0.01%
25
+20
1848
$1K ﹤0.01%
+10
1849
$1K ﹤0.01%
40
1850
$1K ﹤0.01%
315
+30
72 73
74
75 76