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
$1.62B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$7.63M
3
+$7.3M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M

Top Sells

1
+$4.98M
2
+$4.1M
3
+$3.87M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.92M
5
ETN icon
Eaton
ETN
+$2.71M

Sector Composition

1 Technology 6.64%
2 Healthcare 4.26%
3 Financials 3.94%
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%
+2,165
952
$58K ﹤0.01%
2,745
953
$58K ﹤0.01%
+1,600
954
$58K ﹤0.01%
800
955
$58K ﹤0.01%
1,134
+28
956
$57K ﹤0.01%
4,660
957
$57K ﹤0.01%
67
+7
958
$57K ﹤0.01%
808
+408
959
$57K ﹤0.01%
1,678
960
$57K ﹤0.01%
616
+32
961
$57K ﹤0.01%
550
-2,043
962
$56K ﹤0.01%
10,900
+9,900
963
$56K ﹤0.01%
737
+7
964
$56K ﹤0.01%
1,164
965
$56K ﹤0.01%
1,825
-320
966
$56K ﹤0.01%
295
+19
967
$56K ﹤0.01%
4,114
-300
968
$56K ﹤0.01%
1,101
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%
301
-490
974
$54K ﹤0.01%
1,915
+818
975
$54K ﹤0.01%
1,739
+1,590
37 38
39
40 41