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
1826
$1K ﹤0.01%
+413
1827
$1K ﹤0.01%
+1,000
1828
$1K ﹤0.01%
10
1829
$1K ﹤0.01%
25
1830
$1K ﹤0.01%
30
+10
1831
$1K ﹤0.01%
180
1832
$1K ﹤0.01%
100
1833
$1K ﹤0.01%
42
+15
1834
$1K ﹤0.01%
+30
1835
$1K ﹤0.01%
4
1836
$1K ﹤0.01%
5
1837
$1K ﹤0.01%
15
+5
1838
$1K ﹤0.01%
+9
1839
$1K ﹤0.01%
+57
1840
$1K ﹤0.01%
500
1841
$1K ﹤0.01%
35
1842
$1K ﹤0.01%
15
+10
1843
$1K ﹤0.01%
18
-1,250
1844
$1K ﹤0.01%
4
1845
$1K ﹤0.01%
59
1846
$1K ﹤0.01%
158
1847
$1K ﹤0.01%
20
+15
1848
$1K ﹤0.01%
15
-105
1849
$1K ﹤0.01%
69
1850
$1K ﹤0.01%
19
-122
72 73
74
75 76