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

Top Buys

1
+$5.75M
2
+$4.76M
3
+$3.38M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.61M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.61M

Top Sells

1
+$1.1M
2
+$1.06M
3
+$1.05M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$946K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$822K

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%
1,098
+4
927
$36K ﹤0.01%
1,047
+610
928
$36K ﹤0.01%
383
+74
929
$36K ﹤0.01%
1,003
+258
930
$36K ﹤0.01%
+415
931
$36K ﹤0.01%
910
932
$36K ﹤0.01%
1,135
+69
933
$36K ﹤0.01%
90
934
$36K ﹤0.01%
205
-24
935
$36K ﹤0.01%
4,600
936
$36K ﹤0.01%
899
937
$36K ﹤0.01%
+1,200
938
$35K ﹤0.01%
1,200
939
$35K ﹤0.01%
525
-428
940
$35K ﹤0.01%
272
+38
941
$35K ﹤0.01%
710
942
$35K ﹤0.01%
796
943
$35K ﹤0.01%
1,300
944
$35K ﹤0.01%
540
+11
945
$35K ﹤0.01%
246
+6
946
$35K ﹤0.01%
657
+61
947
$35K ﹤0.01%
747
948
$34K ﹤0.01%
+1,650
949
$34K ﹤0.01%
470
+14
950
$34K ﹤0.01%
381
-7
36 37
38
39 40