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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
1951
$1K ﹤0.01%
3
1952
$1K ﹤0.01%
27
1953
$1K ﹤0.01%
34
1954
$1K ﹤0.01%
51
1955
$1K ﹤0.01%
21
1956
$1K ﹤0.01%
+322
1957
$1K ﹤0.01%
12
1958
$1K ﹤0.01%
62
1959
$1K ﹤0.01%
80
1960
$1K ﹤0.01%
+143
1961
$1K ﹤0.01%
30
+10
1962
$1K ﹤0.01%
180
1963
– –
-25,350
1964
– –
-32,800
1965
– –
-10
1966
– –
-5
1967
– –
-100
1968
$0 ﹤0.01%
19
1969
$0 ﹤0.01%
95
1970
– –
-5
1971
– –
-10
1972
– –
-9,196
1973
$0 ﹤0.01%
3
-98,750
1974
– –
-22,300
1975
– –
-6,352
77 78
79
80 81