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
801
$102K 0.01%
+1,600
802
$101K 0.01%
1,586
803
$101K 0.01%
3,098
+908
804
$101K 0.01%
3,838
-858
805
$101K 0.01%
+3,250
806
$101K 0.01%
2,477
+23
807
$101K 0.01%
1,116
+1
808
$101K 0.01%
551
-34
809
$100K 0.01%
865
810
$100K 0.01%
2,420
811
$100K 0.01%
1,428
+441
812
$100K 0.01%
4,498
+1,169
813
$100K 0.01%
4,000
814
$99K 0.01%
1,134
815
$98K 0.01%
768
+23
816
$98K 0.01%
799
817
$98K 0.01%
3,798
-272
818
$98K 0.01%
926
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819
$98K 0.01%
531
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820
$98K 0.01%
815
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821
$97K 0.01%
3,769
-553
822
$96K 0.01%
800
+22
823
$96K 0.01%
1,095
+10
824
$96K 0.01%
600
+150
825
$96K 0.01%
5,900
31 32
33
34 35