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
$1.04B
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,565
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.67M
3
+$7.72M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$7.03M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$6.46M

Top Sells

1
+$15.8M
2
+$15.5M
3
+$15M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$10.3M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.32M

Sector Composition

1 Technology 8.41%
2 Industrials 4.76%
3 Healthcare 4.48%
4 Financials 4.32%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$504 ﹤0.01%
+26
1877
$501 ﹤0.01%
+8
1878
$498 ﹤0.01%
10
1879
$497 ﹤0.01%
11
-10
1880
$491 ﹤0.01%
10
1881
$490 ﹤0.01%
5
-29
1882
$482 ﹤0.01%
29
+2
1883
$481 ﹤0.01%
30
+1
1884
$478 ﹤0.01%
9
-10
1885
$474 ﹤0.01%
36
-32
1886
$471 ﹤0.01%
5
1887
$470 ﹤0.01%
8
-73
1888
$462 ﹤0.01%
9
1889
$460 ﹤0.01%
+56
1890
$458 ﹤0.01%
213
1891
$457 ﹤0.01%
9
-10
1892
$446 ﹤0.01%
30
1893
$445 ﹤0.01%
14
-48
1894
$441 ﹤0.01%
1
-9
1895
$438 ﹤0.01%
+4
1896
$436 ﹤0.01%
72
1897
$432 ﹤0.01%
40
1898
$431 ﹤0.01%
+17
1899
$426 ﹤0.01%
+12
1900
$423 ﹤0.01%
11
74 75
76
77 78