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
451
$376K 0.02%
3,871
+61
452
$375K 0.02%
2,156
+10
453
$373K 0.02%
4,846
-846
454
$373K 0.02%
24,650
+4,300
455
$371K 0.02%
24,225
+4,475
456
$369K 0.02%
1,803
-957
457
$364K 0.02%
4,180
+129
458
$360K 0.02%
6,680
-1,058
459
$360K 0.02%
4,340
-1,653
460
$359K 0.02%
9,797
+3
461
$358K 0.02%
5,190
+3
462
$358K 0.02%
19,942
+4,000
463
$357K 0.02%
22,950
+5,100
464
$356K 0.02%
2,294
-328
465
$354K 0.02%
11,420
-269
466
$353K 0.02%
6,937
+1,207
467
$351K 0.02%
2,980
+635
468
$349K 0.02%
8,877
+175
469
$349K 0.02%
1,432
-74
470
$347K 0.02%
1,974
+40
471
$347K 0.02%
2,044
+208
472
$346K 0.02%
12,915
473
$345K 0.02%
2,160
+1,755
474
$345K 0.02%
16,065
+400
475
$344K 0.02%
4,754
-1,104
17 18
19
20 21