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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
2176
– –
-10
2177
$0 ﹤0.01%
5
-5
2178
– –
-1,035
2179
– –
0
2180
– –
-35
2181
$0 ﹤0.01%
1
2182
– –
-12
2183
– –
-750
2184
– –
-2,501
2185
– –
-300
2186
– –
-381
2187
$0 ﹤0.01%
5
2188
– –
-39
2189
$0 ﹤0.01%
6
2190
$0 ﹤0.01%
3
2191
$0 ﹤0.01%
6
2192
– –
-10
2193
– –
-20
2194
– –
0
2195
– –
0
2196
– –
-27
2197
– –
-400
2198
– –
-450
2199
– –
-22,950
2200
– –
-3,700
86 87
88
89 90