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
776
$108K 0.01%
566
777
$107K 0.01%
1,344
+588
778
$107K 0.01%
2,402
-123
779
$107K 0.01%
+2,082
780
$106K 0.01%
2,800
781
$106K 0.01%
5,561
+359
782
$106K 0.01%
450
-150
783
$106K 0.01%
1,736
+440
784
$105K 0.01%
1,872
-835
785
$105K 0.01%
2,000
786
$105K 0.01%
623
787
$105K 0.01%
460
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788
$104K 0.01%
426
789
$103K 0.01%
1,916
+263
790
$103K 0.01%
4,200
791
$103K 0.01%
676
+576
792
$103K 0.01%
4,110
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793
$103K 0.01%
2,085
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794
$103K 0.01%
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795
$103K 0.01%
1,774
796
$103K 0.01%
2,699
-192
797
$103K 0.01%
+286
798
$102K 0.01%
2,191
-3,314
799
$102K 0.01%
3,206
+13
800
$102K 0.01%
1,895
+465
30 31
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