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
576
$223K 0.01%
2,715
577
$221K 0.01%
2,532
+83
578
$220K 0.01%
1,029
+133
579
$217K 0.01%
1,566
+20
580
$216K 0.01%
1,370
+60
581
$216K 0.01%
2,074
-500
582
$214K 0.01%
10,382
-6,496
583
$214K 0.01%
580
+16
584
$213K 0.01%
10,150
+9,450
585
$213K 0.01%
1,647
-112
586
$213K 0.01%
3,442
+516
587
$213K 0.01%
9,245
-1,951
588
$212K 0.01%
622
+70
589
$211K 0.01%
2,550
-1,731
590
$210K 0.01%
9,196
+22
591
$210K 0.01%
1,610
+220
592
$207K 0.01%
695
+5
593
$207K 0.01%
1,554
+65
594
$206K 0.01%
2,511
595
$206K 0.01%
3,101
-38
596
$203K 0.01%
3,048
+12
597
$203K 0.01%
4,887
+2
598
$203K 0.01%
4,620
599
$203K 0.01%
7,923
600
$200K 0.01%
1,880
-63
22 23
24
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