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
601
$200K 0.01%
2,197
+80
602
$198K 0.01%
1,147
+9
603
$197K 0.01%
1,081
+50
604
$195K 0.01%
2,109
+83
605
$193K 0.01%
4,141
+7
606
$192K 0.01%
1,058
+35
607
$192K 0.01%
3,126
+297
608
$192K 0.01%
2,512
+10
609
$191K 0.01%
4,977
+2,451
610
$190K 0.01%
1,700
611
$188K 0.01%
1,009
-30
612
$188K 0.01%
10,115
613
$188K 0.01%
1,090
+10
614
$187K 0.01%
1,244
+55
615
$187K 0.01%
7,373
616
$186K 0.01%
1,658
-133
617
$185K 0.01%
22,438
+3,191
618
$185K 0.01%
5,584
619
$183K 0.01%
4,545
+505
620
$183K 0.01%
+4,325
621
$182K 0.01%
2,729
-213
622
$181K 0.01%
2,038
-32
623
$181K 0.01%
16,936
624
$181K 0.01%
368
+12
625
$180K 0.01%
881
23 24
25
26 27