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
1876
$1K ﹤0.01%
4
1877
$1K ﹤0.01%
5
1878
$1K ﹤0.01%
30
1879
$1K ﹤0.01%
223
1880
$1K ﹤0.01%
61
-16,875
1881
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7
+2
1882
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+21
1883
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22
1884
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30
-25
1885
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1886
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45
1887
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27
-10
1888
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+17
1889
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+12
1890
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44
1891
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+30
1892
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1893
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1894
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30
1895
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20
1896
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100
1897
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100
-400
1898
$1K ﹤0.01%
77
1899
$1K ﹤0.01%
+15
1900
$1K ﹤0.01%
8
-65
74 75
76
77 78