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
676
$145K 0.01%
6,651
+400
677
$144K 0.01%
1,006
+74
678
$144K 0.01%
950
-80
679
$143K 0.01%
819
+124
680
$143K 0.01%
6,425
+1,428
681
$143K 0.01%
17,109
682
$142K 0.01%
4,393
+759
683
$141K 0.01%
1,257
+7
684
$139K 0.01%
2,141
-814
685
$139K 0.01%
1,381
686
$139K 0.01%
10,925
687
$139K 0.01%
3,059
-413
688
$139K 0.01%
4,285
+73
689
$137K 0.01%
4,277
-399
690
$137K 0.01%
2,206
691
$136K 0.01%
464
+123
692
$136K 0.01%
1,805
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693
$136K 0.01%
2,565
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694
$135K 0.01%
1,999
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695
$134K 0.01%
14,641
-89
696
$134K 0.01%
628
-504
697
$134K 0.01%
2,163
-28
698
$133K 0.01%
1,900
699
$133K 0.01%
1,149
+1,041
700
$132K 0.01%
805
26 27
28
29 30