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
$1.04B
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,565
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$8.67M
3 +$7.72M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$7.03M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$6.46M

Top Sells

1 +$15.8M
2 +$15.5M
3 +$15M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$10.3M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.32M

Sector Composition

1 Technology 8.41%
2 Industrials 4.76%
3 Healthcare 4.48%
4 Financials 4.32%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$241 ﹤0.01%
+50
1952
$237 ﹤0.01%
2
-34
1953
$236 ﹤0.01%
5
1954
$235 ﹤0.01%
+12
1955
$235 ﹤0.01%
7
-22
1956
$235 ﹤0.01%
4
-34
1957
$233 ﹤0.01%
+20
1958
$231 ﹤0.01%
2
-10
1959
$230 ﹤0.01%
20
1960
$227 ﹤0.01%
4
-43
1961
$227 ﹤0.01%
4
-10
1962
$227 ﹤0.01%
34
1963
$226 ﹤0.01%
2
-13
1964
$225 ﹤0.01%
64
-60
1965
$225 ﹤0.01%
4
1966
$221 ﹤0.01%
33
1967
$217 ﹤0.01%
11
1968
$216 ﹤0.01%
58
1969
$215 ﹤0.01%
4
-29
1970
$213 ﹤0.01%
22
1971
$213 ﹤0.01%
11
1972
$211 ﹤0.01%
13
-67
1973
$208 ﹤0.01%
+50
1974
$207 ﹤0.01%
20
-4
1975
$206 ﹤0.01%
28