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
1876
$1K ﹤0.01%
+21
1877
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22
1878
$1K ﹤0.01%
30
-25
1879
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9
1880
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1881
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22
1882
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2
1883
$1K ﹤0.01%
200
1884
$1K ﹤0.01%
45
1885
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58
+16
1886
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+110
1887
$1K ﹤0.01%
+15
1888
$1K ﹤0.01%
195
1889
$1K ﹤0.01%
+7
1890
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40
+20
1891
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70
1892
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29
1893
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23
1894
$1K ﹤0.01%
55
-1,275
1895
$1K ﹤0.01%
15
1896
$1K ﹤0.01%
35
+20
1897
$1K ﹤0.01%
+221
1898
$1K ﹤0.01%
47
1899
$1K ﹤0.01%
9
1900
$1K ﹤0.01%
+20
74 75
76
77 78