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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1851
$1K ﹤0.01%
100
1852
$1K ﹤0.01%
42
+15
1853
$1K ﹤0.01%
15
+5
1854
$1K ﹤0.01%
+9
1855
$1K ﹤0.01%
+57
1856
$1K ﹤0.01%
15
+10
1857
$1K ﹤0.01%
18
-1,250
1858
$1K ﹤0.01%
4
1859
$1K ﹤0.01%
59
1860
$1K ﹤0.01%
53
1861
$1K ﹤0.01%
20
+15
1862
$1K ﹤0.01%
15
-105
1863
$1K ﹤0.01%
69
1864
$1K ﹤0.01%
+10
1865
$1K ﹤0.01%
10
+5
1866
$1K ﹤0.01%
35
+30
1867
$1K ﹤0.01%
33
1868
$1K ﹤0.01%
50
-17
1869
$1K ﹤0.01%
7
+2
1870
$1K ﹤0.01%
30
+5
1871
$1K ﹤0.01%
+25
1872
$1K ﹤0.01%
50
1873
$1K ﹤0.01%
5
1874
$1K ﹤0.01%
14
1875
$1K ﹤0.01%
25
+20
73 74
75
76 77