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
926
$64K ﹤0.01%
138
+39
927
$64K ﹤0.01%
492
928
$64K ﹤0.01%
1,259
+18
929
$64K ﹤0.01%
521
+39
930
$63K ﹤0.01%
1,080
+93
931
$63K ﹤0.01%
816
932
$63K ﹤0.01%
1,497
+113
933
$63K ﹤0.01%
2,429
+61
934
$63K ﹤0.01%
3,066
935
$62K ﹤0.01%
254
+85
936
$62K ﹤0.01%
1,600
937
$62K ﹤0.01%
3,300
938
$61K ﹤0.01%
534
-45
939
$61K ﹤0.01%
3,436
-349
940
$61K ﹤0.01%
896
+5
941
$61K ﹤0.01%
3,357
942
$61K ﹤0.01%
1,207
943
$60K ﹤0.01%
605
+5
944
$60K ﹤0.01%
+1,200
945
$60K ﹤0.01%
600
946
$59K ﹤0.01%
443
+43
947
$59K ﹤0.01%
855
-86
948
$59K ﹤0.01%
1,250
+50
949
$59K ﹤0.01%
358
+28
950
$59K ﹤0.01%
1,562
36 37
38
39 40