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
1076
$41K ﹤0.01%
450
1077
$41K ﹤0.01%
1,310
-66
1078
$41K ﹤0.01%
426
-410
1079
$41K ﹤0.01%
2,097
+475
1080
$40K ﹤0.01%
600
-241
1081
$40K ﹤0.01%
837
+406
1082
$40K ﹤0.01%
250
1083
$39K ﹤0.01%
1,770
1084
$39K ﹤0.01%
602
-7,974
1085
$39K ﹤0.01%
615
1086
$39K ﹤0.01%
795
+173
1087
$39K ﹤0.01%
1,080
-1,162
1088
$38K ﹤0.01%
+475
1089
$38K ﹤0.01%
1,804
1090
$38K ﹤0.01%
580
+20
1091
$38K ﹤0.01%
635
+5
1092
$38K ﹤0.01%
1,400
1093
$38K ﹤0.01%
375
+300
1094
$38K ﹤0.01%
151
+11
1095
$38K ﹤0.01%
944
1096
$38K ﹤0.01%
110
+19
1097
$38K ﹤0.01%
1,182
1098
$38K ﹤0.01%
1,100
1099
$38K ﹤0.01%
+750
1100
$38K ﹤0.01%
358
42 43
44
45 46