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
751
$114K 0.01%
8,128
752
$114K 0.01%
4,416
753
$114K 0.01%
+1,135
754
$114K 0.01%
1,578
+201
755
$114K 0.01%
1,255
+2
756
$114K 0.01%
1,090
+5
757
$113K 0.01%
800
758
$113K 0.01%
3,443
+33
759
$113K 0.01%
934
+20
760
$113K 0.01%
2,408
-90
761
$112K 0.01%
1,391
+156
762
$112K 0.01%
15,896
+5,000
763
$112K 0.01%
244
+105
764
$111K 0.01%
1,250
765
$111K 0.01%
1,373
766
$111K 0.01%
1,982
767
$110K 0.01%
1,958
+20
768
$109K 0.01%
5,010
769
$109K 0.01%
1,600
770
$109K 0.01%
6,934
-1,251
771
$109K 0.01%
620
772
$109K 0.01%
2,500
773
$109K 0.01%
1,184
+164
774
$108K 0.01%
5,131
+79
775
$108K 0.01%
2,152
+260
29 30
31
32 33