We are live on ! Find out more
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
2126
$0 ﹤0.01%
6
2127
– –
-64
2128
$0 ﹤0.01%
5
-745
2129
$0 ﹤0.01%
1
-1
2130
– –
-3,467
2131
– –
-3,066
2132
– –
-49
2133
– –
-2,723
2134
– –
-725
2135
– –
-1,290
2136
– –
-2,725
2137
– –
-20
2138
$0 ﹤0.01%
27
2139
– –
-2,597
2140
$0 ﹤0.01%
823
2141
– –
-163
2142
– –
-459
2143
– –
0
2144
– –
-86
2145
– –
-759
2146
$0 ﹤0.01%
8
-800
2147
– –
-2,559
2148
– –
-3,788
2149
– –
-4,700
2150
– –
-700
84 85
86
87 88