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
76
$5.05M 0.31%
16,885
-156
77
$4.87M 0.3%
154,734
+35,802
78
$4.87M 0.3%
106,429
+10,320
79
$4.85M 0.3%
28,364
-2,804
80
$4.74M 0.29%
20,473
+136
81
$4.69M 0.29%
83,043
+14,391
82
$4.6M 0.28%
67,960
-10,161
83
$4.54M 0.28%
169,218
-10,026
84
$4.53M 0.28%
+106,625
85
$4.53M 0.28%
31,109
+2,191
86
$4.53M 0.28%
169,621
+27,220
87
$4.48M 0.28%
9,392
-397
88
$4.45M 0.27%
27,214
+377
89
$4.42M 0.27%
55,040
+8,742
90
$4.42M 0.27%
+88,445
91
$4.4M 0.27%
10,611
+17
92
$4.39M 0.27%
+160,151
93
$4.39M 0.27%
+135,375
94
$4.34M 0.27%
83,496
-331
95
$4.3M 0.27%
53,394
-442
96
$4.25M 0.26%
24,855
-1,326
97
$4.21M 0.26%
70,323
-539
98
$4.13M 0.25%
87,341
+34,817
99
$3.85M 0.24%
17,127
-435
100
$3.85M 0.24%
26,600
+820
2 3
4
5 6