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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
2301
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-193
2302
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-8
2303
– –
-10
2304
– –
-2
2305
– –
-100
2306
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-7
2307
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-20
2308
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-3
2309
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-9
2310
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-26
2311
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2312
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-42
2313
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-10
2314
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-19
2315
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-11
2316
– –
-171,160
2317
– –
-1,972
2318
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-85,886
2319
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2320
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-193,867
2321
– –
-12
2322
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2323
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-6
2324
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2325
– –
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91 92
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