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
651
$159K 0.01%
3,904
-79
652
$159K 0.01%
3,700
-200
653
$158K 0.01%
5,000
654
$158K 0.01%
5,738
-29
655
$158K 0.01%
699
+3
656
$158K 0.01%
37,100
-4,000
657
$155K 0.01%
3,480
+30
658
$154K 0.01%
+5,342
659
$154K 0.01%
3,696
-329
660
$153K 0.01%
3,080
-200
661
$153K 0.01%
1,326
-182
662
$153K 0.01%
750
663
$152K 0.01%
3,098
-699
664
$151K 0.01%
7,646
-5,400
665
$151K 0.01%
2,194
+625
666
$150K 0.01%
1,945
667
$149K 0.01%
822
+108
668
$149K 0.01%
636
+18
669
$148K 0.01%
2,023
+351
670
$148K 0.01%
886
+181
671
$148K 0.01%
8,142
-178
672
$148K 0.01%
590
-35
673
$148K 0.01%
1,912
+1,894
674
$147K 0.01%
2,297
-754
675
$147K 0.01%
2,229
-587
25 26
27
28 29