AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$8.92M
2
+$7.46M
3
+$7.09M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.1M

Top Sells

1
+$5.01M
2
+$4.13M
3
+$3.75M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.85M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.69M

Sector Composition

1 Technology 6.63%
2 Healthcare 4.26%
3 Financials 3.99%
4 Industrials 3.91%
5 Consumer Discretionary 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$87K 0.01%
500
852
$87K 0.01%
3,164
+112
853
$86K 0.01%
152
+42
854
$86K 0.01%
1,425
855
$86K 0.01%
790
+15
856
$86K 0.01%
888
+48
857
$85K 0.01%
969
+175
858
$85K 0.01%
1,767
-935
859
$84K 0.01%
319
+2
860
$84K 0.01%
1,092
-1,466
861
$84K 0.01%
1,795
-185
862
$84K 0.01%
+925
863
$83K 0.01%
1,268
+60
864
$83K 0.01%
6,352
-2,631
865
$83K 0.01%
738
+25
866
$83K 0.01%
304
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867
$82K 0.01%
2,372
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868
$82K 0.01%
2,375
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869
$82K 0.01%
130
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870
$82K 0.01%
963
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871
$82K 0.01%
3,467
872
$81K 0.01%
1,148
-7
873
$81K 0.01%
1,800
874
$81K 0.01%
4,252
-2,833
875
$81K 0.01%
2,240
+60
33 34
35
36 37