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
1901
$1K ﹤0.01%
18
-1,250
1902
$1K ﹤0.01%
4
1903
$1K ﹤0.01%
59
1904
$1K ﹤0.01%
53
1905
$1K ﹤0.01%
20
+15
1906
$1K ﹤0.01%
+10
1907
$1K ﹤0.01%
10
+5
1908
$1K ﹤0.01%
30
+5
1909
$1K ﹤0.01%
+25
1910
$1K ﹤0.01%
5
1911
$1K ﹤0.01%
14
1912
$1K ﹤0.01%
70
-100
1913
$1K ﹤0.01%
+30
1914
$1K ﹤0.01%
4
1915
$1K ﹤0.01%
5
1916
$1K ﹤0.01%
30
1917
$1K ﹤0.01%
223
1918
$1K ﹤0.01%
61
-16,875
1919
$1K ﹤0.01%
9
1920
$1K ﹤0.01%
20
1921
$1K ﹤0.01%
22
1922
$1K ﹤0.01%
2
1923
$1K ﹤0.01%
200
1924
$1K ﹤0.01%
45
1925
$1K ﹤0.01%
58
+16
75 76
77
78 79