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
1951
$1K ﹤0.01%
+24
1952
$1K ﹤0.01%
17
1953
$1K ﹤0.01%
70
-10
1954
$1K ﹤0.01%
3
-25
1955
$1K ﹤0.01%
5
1956
$1K ﹤0.01%
3
1957
$1K ﹤0.01%
27
1958
$1K ﹤0.01%
34
1959
$1K ﹤0.01%
51
1960
$1K ﹤0.01%
21
1961
$1K ﹤0.01%
+322
1962
$1K ﹤0.01%
12
1963
– –
-5
1964
$0 ﹤0.01%
33
1965
$0 ﹤0.01%
3
1966
– –
0
1967
– –
-509
1968
$0 ﹤0.01%
5
1969
– –
-5
1970
– –
-229
1971
– –
-100
1972
– –
-60
1973
$0 ﹤0.01%
60
1974
$0 ﹤0.01%
39
1975
$0 ﹤0.01%
8
77 78
79
80 81