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
1851
$1K ﹤0.01%
+10
1852
$1K ﹤0.01%
10
+5
1853
$1K ﹤0.01%
+40
1854
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12
1855
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35
+30
1856
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33
1857
$1K ﹤0.01%
50
-17
1858
$1K ﹤0.01%
7
+2
1859
$1K ﹤0.01%
30
+5
1860
$1K ﹤0.01%
+25
1861
$1K ﹤0.01%
50
1862
$1K ﹤0.01%
5
1863
$1K ﹤0.01%
14
1864
$1K ﹤0.01%
25
+20
1865
$1K ﹤0.01%
+10
1866
$1K ﹤0.01%
40
1867
$1K ﹤0.01%
315
+30
1868
$1K ﹤0.01%
10
-15
1869
$1K ﹤0.01%
5
1870
$1K ﹤0.01%
43
1871
$1K ﹤0.01%
70
-100
1872
$1K ﹤0.01%
30
1873
$1K ﹤0.01%
223
1874
$1K ﹤0.01%
61
-16,875
1875
$1K ﹤0.01%
7
+2
73 74
75
76 77