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
426
$423K 0.03%
15,235
-400
427
$423K 0.03%
19,398
+40
428
$418K 0.03%
32,800
+4,100
429
$417K 0.03%
1,113
+29
430
$416K 0.03%
9,704
431
$415K 0.03%
13,738
-6,571
432
$415K 0.03%
8,004
+502
433
$414K 0.03%
23,330
-500
434
$413K 0.03%
3,939
+3
435
$411K 0.03%
15,451
-4,336
436
$399K 0.02%
3,020
437
$397K 0.02%
+12,057
438
$391K 0.02%
13,566
439
$390K 0.02%
23,425
+4,625
440
$388K 0.02%
8,099
+555
441
$386K 0.02%
12,460
+1,911
442
$386K 0.02%
25,350
+4,150
443
$384K 0.02%
4,754
+2,387
444
$382K 0.02%
600
+1
445
$382K 0.02%
15,660
-1,500
446
$381K 0.02%
4,490
+37
447
$381K 0.02%
5,720
+540
448
$379K 0.02%
2,458
+406
449
$377K 0.02%
22,650
-500
450
$376K 0.02%
2,232
+102
16 17
18
19 20