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
1926
$1K ﹤0.01%
+110
1927
$1K ﹤0.01%
+15
1928
$1K ﹤0.01%
23
1929
$1K ﹤0.01%
55
-1,275
1930
$1K ﹤0.01%
15
1931
$1K ﹤0.01%
35
+20
1932
$1K ﹤0.01%
+221
1933
$1K ﹤0.01%
47
1934
$1K ﹤0.01%
9
1935
$1K ﹤0.01%
+20
1936
$1K ﹤0.01%
45
+40
1937
$1K ﹤0.01%
+15
1938
$1K ﹤0.01%
35
-5
1939
$1K ﹤0.01%
75
1940
$1K ﹤0.01%
61
1941
$1K ﹤0.01%
1
-1
1942
$1K ﹤0.01%
209
1943
$1K ﹤0.01%
70
1944
$1K ﹤0.01%
15
1945
$1K ﹤0.01%
6
1946
$1K ﹤0.01%
57
1947
$1K ﹤0.01%
27
-10
1948
$1K ﹤0.01%
+17
1949
$1K ﹤0.01%
+12
1950
$1K ﹤0.01%
44
76 77
78
79 80