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
476
$340K 0.02%
2,934
+286
477
$340K 0.02%
8,071
+48
478
$338K 0.02%
2,272
479
$335K 0.02%
8,700
480
$333K 0.02%
1,984
481
$332K 0.02%
7,332
+284
482
$331K 0.02%
4,012
483
$330K 0.02%
1,597
+325
484
$326K 0.02%
7,487
+1,484
485
$326K 0.02%
6,293
+1,462
486
$322K 0.02%
4,511
-39
487
$321K 0.02%
3,748
-1,488
488
$315K 0.02%
5,676
+17
489
$314K 0.02%
10,426
+1,351
490
$313K 0.02%
1,882
+687
491
$310K 0.02%
4,310
+195
492
$310K 0.02%
2,275
+4
493
$309K 0.02%
1,853
+33
494
$309K 0.02%
21,050
+4,700
495
$308K 0.02%
7,590
496
$308K 0.02%
1,307
+191
497
$308K 0.02%
22,300
+4,600
498
$305K 0.02%
6,728
+24
499
$305K 0.02%
1,620
-282
500
$303K 0.02%
10,074
+1,838
18 19
20
21 22