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
1976
$205 ﹤0.01%
165
1977
$204 ﹤0.01%
22
-28
1978
$202 ﹤0.01%
7
+1
1979
$201 ﹤0.01%
4
-10
1980
$201 ﹤0.01%
1
-421
1981
$200 ﹤0.01%
7
1982
$198 ﹤0.01%
5
-20
1983
$194 ﹤0.01%
20
1984
$192 ﹤0.01%
8
-12
1985
$192 ﹤0.01%
7
-12
1986
$191 ﹤0.01%
11
-28
1987
$182 ﹤0.01%
4
1988
$177 ﹤0.01%
+30
1989
$176 ﹤0.01%
15
1990
$175 ﹤0.01%
8
-14
1991
$167 ﹤0.01%
5
1992
$164 ﹤0.01%
7
1993
$161 ﹤0.01%
20
1994
$159 ﹤0.01%
2
-183
1995
$158 ﹤0.01%
8
-61
1996
$148 ﹤0.01%
9
1997
$122 ﹤0.01%
1
1998
$100 ﹤0.01%
+45
1999
$97 ﹤0.01%
40
2000
$84 ﹤0.01%
+25