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
1926
$1K ﹤0.01%
29
1927
$1K ﹤0.01%
23
1928
$1K ﹤0.01%
55
-1,275
1929
$1K ﹤0.01%
15
1930
$1K ﹤0.01%
35
+20
1931
$1K ﹤0.01%
+221
1932
$1K ﹤0.01%
47
1933
$1K ﹤0.01%
9
1934
$1K ﹤0.01%
+20
1935
$1K ﹤0.01%
45
+40
1936
$1K ﹤0.01%
+15
1937
$1K ﹤0.01%
35
-5
1938
$1K ﹤0.01%
5
1939
$1K ﹤0.01%
250
1940
$1K ﹤0.01%
1
1941
$1K ﹤0.01%
75
1942
$1K ﹤0.01%
61
1943
$1K ﹤0.01%
1
-1
1944
$1K ﹤0.01%
84
1945
$1K ﹤0.01%
30
1946
$1K ﹤0.01%
+16
1947
$1K ﹤0.01%
25
1948
$1K ﹤0.01%
23
-1,650
1949
$1K ﹤0.01%
209
1950
$1K ﹤0.01%
70
76 77
78
79 80