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
1826
$767 ﹤0.01%
+45
1827
$766 ﹤0.01%
40
+5
1828
$765 ﹤0.01%
13
+3
1829
$764 ﹤0.01%
+7
1830
$763 ﹤0.01%
25
-4
1831
$763 ﹤0.01%
30
1832
$762 ﹤0.01%
11
1833
$756 ﹤0.01%
18
-1
1834
$754 ﹤0.01%
18
1835
$751 ﹤0.01%
14
1836
$744 ﹤0.01%
31
1837
$741 ﹤0.01%
54
1838
$739 ﹤0.01%
+94
1839
$737 ﹤0.01%
15
-25
1840
$729 ﹤0.01%
33
1841
$719 ﹤0.01%
10
1842
$708 ﹤0.01%
15
1843
$701 ﹤0.01%
10
-50
1844
$695 ﹤0.01%
43
-23
1845
$688 ﹤0.01%
26
+11
1846
$681 ﹤0.01%
+11
1847
$679 ﹤0.01%
14
+8
1848
$665 ﹤0.01%
70
1849
$652 ﹤0.01%
10
-5
1850
$648 ﹤0.01%
4
-20
72 73
74
75 76