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
626
$180K 0.01%
10,781
627
$180K 0.01%
679
-31
628
$178K 0.01%
2,308
+103
629
$176K 0.01%
2,097
-175
630
$176K 0.01%
519
+7
631
$175K 0.01%
728
-104
632
$175K 0.01%
4,849
-1,539
633
$175K 0.01%
665
+512
634
$174K 0.01%
2,461
+602
635
$173K 0.01%
672
+35
636
$173K 0.01%
2,593
+94
637
$171K 0.01%
700
638
$169K 0.01%
422
+15
639
$169K 0.01%
3,788
-1,950
640
$168K 0.01%
3,551
+1
641
$166K 0.01%
4,685
642
$165K 0.01%
1,605
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643
$164K 0.01%
2,421
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644
$164K 0.01%
903
-1,729
645
$164K 0.01%
7,614
+3,883
646
$163K 0.01%
2,949
647
$162K 0.01%
3,117
-56
648
$162K 0.01%
1,921
+35
649
$161K 0.01%
387
+17
650
$160K 0.01%
3,218
+679
24 25
26
27 28