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
1026
$47K ﹤0.01%
73
+12
1027
$47K ﹤0.01%
1,800
+1,026
1028
$47K ﹤0.01%
870
1029
$47K ﹤0.01%
516
+42
1030
$47K ﹤0.01%
940
+640
1031
$46K ﹤0.01%
1,400
-77
1032
$46K ﹤0.01%
450
+50
1033
$46K ﹤0.01%
639
1034
$46K ﹤0.01%
+1,300
1035
$46K ﹤0.01%
300
1036
$46K ﹤0.01%
831
1037
$46K ﹤0.01%
580
+200
1038
$46K ﹤0.01%
570
+252
1039
$46K ﹤0.01%
+2,101
1040
$46K ﹤0.01%
920
-744
1041
$46K ﹤0.01%
924
1042
$46K ﹤0.01%
3,000
+965
1043
$45K ﹤0.01%
780
-286
1044
$45K ﹤0.01%
1,440
+337
1045
$45K ﹤0.01%
1,092
+1,082
1046
$45K ﹤0.01%
225
-13
1047
$44K ﹤0.01%
158
+21
1048
$44K ﹤0.01%
1,300
1049
$44K ﹤0.01%
768
1050
$44K ﹤0.01%
+1,198
40 41
42
43 44