AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$7.63M
3
+$7.3M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M

Top Sells

1
+$4.98M
2
+$4.1M
3
+$3.87M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.92M
5
ETN icon
Eaton
ETN
+$2.71M

Sector Composition

1 Technology 6.64%
2 Healthcare 4.26%
3 Financials 3.94%
4 Industrials 3.91%
5 Consumer Discretionary 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.24M 0.08%
11,969
-8,297
227
$1.23M 0.08%
20,393
+10,759
228
$1.22M 0.08%
7,443
-530
229
$1.22M 0.07%
25,665
-196
230
$1.21M 0.07%
15,747
+5,354
231
$1.2M 0.07%
19,976
+1,321
232
$1.18M 0.07%
48,688
+26
233
$1.18M 0.07%
31,880
-9,730
234
$1.17M 0.07%
9,808
+1,420
235
$1.17M 0.07%
16,331
-2,805
236
$1.15M 0.07%
47,471
-3,870
237
$1.15M 0.07%
12,495
+1,300
238
$1.12M 0.07%
5,810
+5,075
239
$1.12M 0.07%
2,374
+103
240
$1.11M 0.07%
21,522
+14,224
241
$1.1M 0.07%
76,450
242
$1.1M 0.07%
15,058
-256
243
$1.09M 0.07%
21,901
-11,714
244
$1.08M 0.07%
10,837
+2
245
$1.08M 0.07%
9,058
-2,279
246
$1.07M 0.07%
35,827
-9,406
247
$1.07M 0.07%
19,458
-5,384
248
$1.06M 0.07%
59,353
+34,880
249
$1.06M 0.07%
10,229
-56
250
$1.06M 0.07%
18,847
+60
8 9
10
11 12