AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1876
$1K ﹤0.01%
100
-400
1877
$1K ﹤0.01%
77
1878
$1K ﹤0.01%
+15
1879
$1K ﹤0.01%
100
1880
$1K ﹤0.01%
27
-500
1881
$1K ﹤0.01%
+165
1882
$1K ﹤0.01%
12
-10
1883
$1K ﹤0.01%
28
-840
1884
$1K ﹤0.01%
+20
1885
$1K ﹤0.01%
17
1886
$1K ﹤0.01%
70
-10
1887
$1K ﹤0.01%
3
-25
1888
$1K ﹤0.01%
5
1889
$1K ﹤0.01%
3
1890
$1K ﹤0.01%
12
1891
$1K ﹤0.01%
62
1892
$1K ﹤0.01%
80
1893
$1K ﹤0.01%
+143
1894
$1K ﹤0.01%
180
1895
$1K ﹤0.01%
100
1896
$1K ﹤0.01%
42
+15
1897
$1K ﹤0.01%
+57
1898
$1K ﹤0.01%
500
1899
$1K ﹤0.01%
35
1900
$1K ﹤0.01%
15
+10
74 75
76
77 78