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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
926
$36K ﹤0.01%
910
927
$36K ﹤0.01%
1,135
+69
928
$36K ﹤0.01%
90
929
$36K ﹤0.01%
205
-24
930
$36K ﹤0.01%
1,003
+258
931
$36K ﹤0.01%
+415
932
$36K ﹤0.01%
4,600
933
$36K ﹤0.01%
899
934
$36K ﹤0.01%
+1,200
935
$36K ﹤0.01%
1,098
+4
936
$36K ﹤0.01%
1,047
+610
937
$36K ﹤0.01%
383
+74
938
$35K ﹤0.01%
1,300
939
$35K ﹤0.01%
246
+6
940
$35K ﹤0.01%
710
941
$35K ﹤0.01%
796
942
$35K ﹤0.01%
540
+11
943
$35K ﹤0.01%
657
+61
944
$35K ﹤0.01%
747
945
$35K ﹤0.01%
1,200
946
$35K ﹤0.01%
525
-428
947
$35K ﹤0.01%
272
+38
948
$34K ﹤0.01%
4,897
+4,500
949
$34K ﹤0.01%
405
-367
950
$34K ﹤0.01%
+1,650
36 37
38
39 40