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

Top Buys

1
+$10.8M
2
+$8.36M
3
+$7.57M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$6.66M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.15M

Top Sells

1
+$15.9M
2
+$15.8M
3
+$14.7M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$10.3M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$5.97M

Sector Composition

1 Technology 8.39%
2 Industrials 4.76%
3 Healthcare 4.48%
4 Financials 4.33%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-4
2027
– –
-10
2028
– –
-7
2029
– –
-15
2030
– –
-7
2031
– –
-165
2032
– –
-13
2033
– –
-23
2034
– –
-31
2035
– –
-9
2036
– –
-6
2037
– –
-3
2038
– –
-3
2039
– –
-7
2040
– –
-171
2041
– –
-5
2042
– –
-15
2043
– –
-1
2044
– –
-6
2045
– –
-24
2046
– –
-48
2047
– –
-2
2048
– –
-2
2049
– –
-50
2050
– –
-16
80 81
82
83 84