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
701
$131K 0.01%
2,537
-16,397
702
$130K 0.01%
8,081
703
$130K 0.01%
1,960
+230
704
$129K 0.01%
3,578
+62
705
$129K 0.01%
3,094
706
$129K 0.01%
1,100
707
$128K 0.01%
2,565
+45
708
$127K 0.01%
2,250
709
$126K 0.01%
1,249
+170
710
$126K 0.01%
2,059
-534
711
$126K 0.01%
3,800
+2,000
712
$126K 0.01%
1,500
713
$126K 0.01%
907
+6
714
$125K 0.01%
426
+19
715
$125K 0.01%
2,224
+610
716
$124K 0.01%
407
-624
717
$124K 0.01%
1,124
+410
718
$124K 0.01%
4,108
-359
719
$124K 0.01%
1,830
+133
720
$123K 0.01%
3,854
+10
721
$123K 0.01%
1,950
+950
722
$123K 0.01%
484
723
$122K 0.01%
2,091
-1,019
724
$122K 0.01%
1,662
+90
725
$122K 0.01%
670
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