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
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.23M
3
+$3.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.91M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.88M

Top Sells

1
+$1.22M
2
+$1.16M
3
+$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

Sector Composition

1 Technology 7.11%
2 Healthcare 5.77%
3 Financials 4.46%
4 Industrials 4.36%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$49K ﹤0.01%
275
-43
852
$49K ﹤0.01%
2,119
853
$49K ﹤0.01%
670
854
$48K ﹤0.01%
554
+5
855
$48K ﹤0.01%
970
-129
856
$48K ﹤0.01%
451
-201
857
$48K ﹤0.01%
1,101
858
$47K ﹤0.01%
3,645
+5
859
$47K ﹤0.01%
1,062
-71
860
$47K ﹤0.01%
1,376
-435
861
$47K ﹤0.01%
873
862
$46K ﹤0.01%
2,745
863
$46K ﹤0.01%
608
+15
864
$46K ﹤0.01%
1,617
-665
865
$46K ﹤0.01%
1,500
866
$46K ﹤0.01%
562
+62
867
$45K ﹤0.01%
1,000
868
$45K ﹤0.01%
394
869
$45K ﹤0.01%
921
+14
870
$45K ﹤0.01%
1,675
+1,425
871
$45K ﹤0.01%
625
+56
872
$44K ﹤0.01%
1,410
873
$44K ﹤0.01%
144
+25
874
$44K ﹤0.01%
3,391
875
$44K ﹤0.01%
1,580
33 34
35
36 37