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
1901
$1K ﹤0.01%
45
+40
1902
$1K ﹤0.01%
+15
1903
$1K ﹤0.01%
35
-5
1904
$1K ﹤0.01%
5
1905
$1K ﹤0.01%
250
1906
$1K ﹤0.01%
1
1907
$1K ﹤0.01%
75
1908
$1K ﹤0.01%
61
1909
$1K ﹤0.01%
1
-1
1910
$1K ﹤0.01%
84
1911
$1K ﹤0.01%
30
1912
$1K ﹤0.01%
+16
1913
$1K ﹤0.01%
25
1914
$1K ﹤0.01%
23
-1,650
1915
$1K ﹤0.01%
209
1916
$1K ﹤0.01%
70
1917
$1K ﹤0.01%
15
1918
$1K ﹤0.01%
6
1919
$1K ﹤0.01%
+45
1920
$1K ﹤0.01%
57
1921
$1K ﹤0.01%
27
-10
1922
$1K ﹤0.01%
+17
1923
$1K ﹤0.01%
+12
1924
$1K ﹤0.01%
44
1925
$1K ﹤0.01%
+30
75 76
77
78 79