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
951
$58K ﹤0.01%
1,134
+28
952
$58K ﹤0.01%
+2,165
953
$58K ﹤0.01%
2,745
954
$58K ﹤0.01%
+1,600
955
$58K ﹤0.01%
800
956
$57K ﹤0.01%
4,660
957
$57K ﹤0.01%
67
+7
958
$57K ﹤0.01%
808
+408
959
$57K ﹤0.01%
550
-2,043
960
$57K ﹤0.01%
1,678
961
$57K ﹤0.01%
616
+32
962
$56K ﹤0.01%
10,900
+9,900
963
$56K ﹤0.01%
1,101
964
$56K ﹤0.01%
737
+7
965
$56K ﹤0.01%
1,164
966
$56K ﹤0.01%
1,825
-320
967
$56K ﹤0.01%
295
+19
968
$56K ﹤0.01%
4,114
-300
969
$56K ﹤0.01%
1,290
+108
970
$55K ﹤0.01%
+1,180
971
$55K ﹤0.01%
640
-250
972
$55K ﹤0.01%
1,244
+20
973
$54K ﹤0.01%
1,739
+1,590
974
$54K ﹤0.01%
3,391
975
$54K ﹤0.01%
2,144
37 38
39
40 41