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
526
$265K 0.02%
4,479
+1,586
527
$265K 0.02%
1,282
+15
528
$264K 0.02%
831
529
$263K 0.02%
2,372
+20
530
$263K 0.02%
10,770
-320
531
$263K 0.02%
4,515
+2,683
532
$263K 0.02%
7,485
+650
533
$262K 0.02%
1,877
+185
534
$262K 0.02%
1,185
+129
535
$261K 0.02%
16,913
-980
536
$261K 0.02%
3,941
+117
537
$261K 0.02%
5,741
538
$260K 0.02%
8,489
539
$260K 0.02%
4,164
+97
540
$260K 0.02%
437
+1
541
$259K 0.02%
+4,024
542
$258K 0.02%
12,427
-480
543
$256K 0.02%
2,494
+165
544
$254K 0.02%
16,263
+833
545
$254K 0.02%
617
-109
546
$253K 0.02%
6,786
+7
547
$253K 0.02%
4,923
+3,963
548
$251K 0.02%
1,813
+813
549
$250K 0.02%
11,386
-1,445
550
$250K 0.02%
10,829
+594
20 21
22
23 24