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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
1976
– –
-2,603
1977
– –
-43
1978
– –
-5,010
1979
$0 ﹤0.01%
1
1980
– –
-5
1981
$0 ﹤0.01%
25
-1,800
1982
$0 ﹤0.01%
2
1983
– –
-5
1984
– –
-30,975
1985
– –
-1,400
1986
– –
-680
1987
– –
-50
1988
$0 ﹤0.01%
+1
1989
– –
0
1990
$0 ﹤0.01%
1
1991
– –
-15
1992
– –
0
1993
$0 ﹤0.01%
+40
1994
– –
-173
1995
– –
-7,600
1996
– –
-1,250
1997
– –
-403
1998
– –
-63,419
1999
$0 ﹤0.01%
3
2000
– –
-2
78 79
80
81 82