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
1926
$1K ﹤0.01%
+22
1927
$1K ﹤0.01%
20
1928
$1K ﹤0.01%
20
1929
$1K ﹤0.01%
20
1930
$1K ﹤0.01%
100
1931
$1K ﹤0.01%
100
-400
1932
$1K ﹤0.01%
77
1933
$1K ﹤0.01%
+15
1934
$1K ﹤0.01%
8
-65
1935
$1K ﹤0.01%
25
1936
$1K ﹤0.01%
+15
1937
$1K ﹤0.01%
100
1938
$1K ﹤0.01%
27
-500
1939
$1K ﹤0.01%
+165
1940
$1K ﹤0.01%
+35
1941
$1K ﹤0.01%
20
+15
1942
$1K ﹤0.01%
27
1943
$1K ﹤0.01%
27
1944
$1K ﹤0.01%
9
1945
$1K ﹤0.01%
41
1946
$1K ﹤0.01%
+16
1947
$1K ﹤0.01%
+25
1948
$1K ﹤0.01%
12
-10
1949
$1K ﹤0.01%
28
-840
1950
$1K ﹤0.01%
+20
76 77
78
79 80