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
726
$121K 0.01%
1,101
727
$121K 0.01%
4,700
728
$121K 0.01%
4,098
+91
729
$121K 0.01%
2,949
+1,182
730
$121K 0.01%
1,109
731
$120K 0.01%
1,034
+5
732
$120K 0.01%
450
733
$120K 0.01%
2,559
+5
734
$119K 0.01%
5,440
+60
735
$118K 0.01%
2,024
+10
736
$118K 0.01%
9,588
-519
737
$118K 0.01%
1,923
-154
738
$118K 0.01%
2,048
-700
739
$118K 0.01%
2,725
-239
740
$117K 0.01%
1,470
+11
741
$117K 0.01%
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742
$117K 0.01%
1,508
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743
$116K 0.01%
713
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744
$116K 0.01%
7,600
745
$116K 0.01%
2,348
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746
$116K 0.01%
2,758
+261
747
$115K 0.01%
2,385
748
$115K 0.01%
1,699
-707
749
$115K 0.01%
4,660
+106
750
$115K 0.01%
418
+52
28 29
30
31 32