AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$8.92M
2
+$7.46M
3
+$7.09M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.1M

Top Sells

1
+$5.01M
2
+$4.13M
3
+$3.75M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.85M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.69M

Sector Composition

1 Technology 6.63%
2 Healthcare 4.26%
3 Financials 3.99%
4 Industrials 3.91%
5 Consumer Discretionary 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$38K ﹤0.01%
1,100
1102
$38K ﹤0.01%
+750
1103
$38K ﹤0.01%
2,723
1104
$37K ﹤0.01%
281
-990
1105
$37K ﹤0.01%
2,370
+1,470
1106
$37K ﹤0.01%
1,829
+282
1107
$37K ﹤0.01%
850
-100
1108
$37K ﹤0.01%
293
1109
$36K ﹤0.01%
769
+39
1110
$36K ﹤0.01%
765
+60
1111
$36K ﹤0.01%
115
1112
$36K ﹤0.01%
95
+79
1113
$36K ﹤0.01%
816
+572
1114
$36K ﹤0.01%
530
1115
$36K ﹤0.01%
1,002
+43
1116
$36K ﹤0.01%
1,100
-195
1117
$35K ﹤0.01%
493
+143
1118
$35K ﹤0.01%
410
-16,800
1119
$35K ﹤0.01%
1,625
1120
$35K ﹤0.01%
2,400
1121
$35K ﹤0.01%
759
-1,258
1122
$34K ﹤0.01%
680
1123
$34K ﹤0.01%
300
1124
$34K ﹤0.01%
2,737
+137
1125
$34K ﹤0.01%
620
43 44
45
46 47