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
851
$87K 0.01%
500
852
$87K 0.01%
3,164
+112
853
$86K 0.01%
790
+15
854
$86K 0.01%
888
+48
855
$86K 0.01%
152
+42
856
$86K 0.01%
1,425
857
$85K 0.01%
969
+175
858
$85K 0.01%
1,767
-935
859
$84K 0.01%
1,092
-1,466
860
$84K 0.01%
319
+2
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
-68
867
$82K 0.01%
2,372
-567
868
$82K 0.01%
2,375
+225
869
$82K 0.01%
130
+2
870
$82K 0.01%
963
+303
871
$82K 0.01%
3,467
872
$81K 0.01%
4,252
-2,833
873
$81K 0.01%
2,240
+60
874
$81K 0.01%
1,148
-7
875
$81K 0.01%
1,800
33 34
35
36 37