AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.86M
3
+$7.69M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.06M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.21M

Top Sells

1
+$87M
2
+$54.7M
3
+$43.2M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$31.4M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$28M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.98%
3 Financials 4.67%
4 Industrials 4.52%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$70K 0.01%
652
-350
777
$70K 0.01%
238
+2
778
$69K 0.01%
489
-31
779
$69K 0.01%
2,350
+340
780
$69K 0.01%
1,102
781
$68K 0.01%
766
782
$68K 0.01%
2,221
-275
783
$67K 0.01%
1,400
-41,743
784
$67K 0.01%
318
+6
785
$67K 0.01%
1,850
-1,450
786
$66K 0.01%
1,174
-476
787
$66K 0.01%
101
+27
788
$66K 0.01%
3,752
789
$66K 0.01%
2,788
-36
790
$66K 0.01%
1,608
+102
791
$66K 0.01%
+1,885
792
$65K 0.01%
1,419
-129
793
$65K 0.01%
9,500
+500
794
$65K 0.01%
427
-7
795
$64K 0.01%
7,045
+1,153
796
$64K 0.01%
2,057
-17
797
$64K 0.01%
304
+10
798
$63K 0.01%
553
-545
799
$63K 0.01%
15,000
+7,510
800
$63K 0.01%
1,500
+229
30 31
32
33 34