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
1901
$1K ﹤0.01%
25
1902
$1K ﹤0.01%
+15
1903
$1K ﹤0.01%
100
1904
$1K ﹤0.01%
27
-500
1905
$1K ﹤0.01%
+165
1906
$1K ﹤0.01%
+35
1907
$1K ﹤0.01%
20
+15
1908
$1K ﹤0.01%
27
1909
$1K ﹤0.01%
27
1910
$1K ﹤0.01%
9
1911
$1K ﹤0.01%
41
1912
$1K ﹤0.01%
+16
1913
$1K ﹤0.01%
+25
1914
$1K ﹤0.01%
12
-10
1915
$1K ﹤0.01%
28
-840
1916
$1K ﹤0.01%
+20
1917
$1K ﹤0.01%
+24
1918
$1K ﹤0.01%
17
1919
$1K ﹤0.01%
70
-10
1920
$1K ﹤0.01%
3
-25
1921
$1K ﹤0.01%
+15
1922
$1K ﹤0.01%
195
1923
$1K ﹤0.01%
+7
1924
$1K ﹤0.01%
40
+20
1925
$1K ﹤0.01%
70
75 76
77
78 79