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
501
$301K 0.02%
12,761
-214
502
$300K 0.02%
915
503
$299K 0.02%
10,703
+5
504
$298K 0.02%
7,638
+3,131
505
$297K 0.02%
2,882
+1,158
506
$296K 0.02%
4,037
507
$286K 0.02%
3,126
-270
508
$283K 0.02%
30,301
+87
509
$282K 0.02%
4,641
-569
510
$280K 0.02%
4,928
+455
511
$279K 0.02%
1,785
+22
512
$278K 0.02%
1,376
+10
513
$277K 0.02%
1,113
-150
514
$277K 0.02%
2,512
+1,814
515
$277K 0.02%
7,351
+63
516
$275K 0.02%
991
-69
517
$274K 0.02%
5,090
-48
518
$273K 0.02%
1,242
-1,098
519
$273K 0.02%
2,501
+314
520
$273K 0.02%
1,988
-7
521
$273K 0.02%
4,393
+500
522
$272K 0.02%
3,278
+453
523
$271K 0.02%
2,520
524
$269K 0.02%
43,680
+5,000
525
$269K 0.02%
13,746
+200
19 20
21
22 23