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
326
$719K 0.04%
7,078
+5,790
327
$719K 0.04%
7,697
+15
328
$711K 0.04%
23,996
-10,748
329
$707K 0.04%
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330
$704K 0.04%
7,581
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331
$697K 0.04%
16,419
-829
332
$691K 0.04%
33,251
-118
333
$690K 0.04%
17,662
+612
334
$687K 0.04%
40,001
+210
335
$686K 0.04%
20,657
336
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8,412
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337
$678K 0.04%
11,948
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338
$678K 0.04%
24,380
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339
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3,242
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340
$674K 0.04%
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341
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342
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343
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18,284
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344
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345
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346
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817
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347
$641K 0.04%
4,960
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348
$641K 0.04%
4,960
+172
349
$636K 0.04%
10,354
-33
350
$632K 0.04%
3,033
-151
12 13
14
15 16