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
976
$54K ﹤0.01%
3,391
977
$54K ﹤0.01%
2,144
978
$54K ﹤0.01%
600
+243
979
$54K ﹤0.01%
1,200
+100
980
$53K ﹤0.01%
+1,500
981
$53K ﹤0.01%
+708
982
$53K ﹤0.01%
440
-282
983
$53K ﹤0.01%
790
+69
984
$53K ﹤0.01%
610
+235
985
$53K ﹤0.01%
978
-17
986
$53K ﹤0.01%
2,771
-212
987
$53K ﹤0.01%
1,850
+350
988
$53K ﹤0.01%
203
+11
989
$53K ﹤0.01%
+350
990
$53K ﹤0.01%
2,267
991
$53K ﹤0.01%
534
992
$52K ﹤0.01%
1,304
-67
993
$52K ﹤0.01%
460
994
$52K ﹤0.01%
4,700
995
$52K ﹤0.01%
1,650
996
$52K ﹤0.01%
1,200
997
$52K ﹤0.01%
725
-324
998
$52K ﹤0.01%
1,230
-2,120
999
$51K ﹤0.01%
281
+150
1000
$51K ﹤0.01%
582
+5
38 39
40
41 42