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
376
$557K 0.03%
5,106
+4,551
377
$557K 0.03%
7,742
-1,937
378
$554K 0.03%
1,496
-20
379
$552K 0.03%
31,204
380
$550K 0.03%
13,831
-397
381
$548K 0.03%
14,093
+813
382
$547K 0.03%
19,984
-7,603
383
$546K 0.03%
26,672
-1,180
384
$545K 0.03%
9,297
-544
385
$543K 0.03%
1,583
+38
386
$542K 0.03%
8,949
-505
387
$538K 0.03%
17,426
+216
388
$537K 0.03%
835
+56
389
$534K 0.03%
16,565
-400
390
$532K 0.03%
12,338
+7,448
391
$531K 0.03%
25,206
+3,528
392
$526K 0.03%
4,035
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393
$525K 0.03%
5,652
+146
394
$523K 0.03%
5,618
+313
395
$519K 0.03%
6,301
+332
396
$519K 0.03%
31,298
+1,856
397
$514K 0.03%
4,182
-159
398
$514K 0.03%
3,730
+40
399
$513K 0.03%
2,966
-15,668
400
$511K 0.03%
414
-1
14 15
16
17 18