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
$1.04B
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
2201
– –
-6
2202
– –
-9
2203
– –
-25
2204
– –
-19
2205
– –
-477
2206
– –
-8
2207
– –
-21
2208
– –
-46,478
2209
– –
-21
2210
– –
-24
2211
– –
-10
2212
– –
-26
2213
– –
-847
2214
– –
-10
2215
– –
-17
2216
– –
-16
2217
– –
-4
2218
– –
-13
2219
– –
-4
2220
– –
-41
2221
– –
-58
2222
– –
-10,446
2223
– –
-8
2224
– –
-37
2225
– –
-36
87 88
89
90 91