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
1101
$38K ﹤0.01%
1,572
-71
1102
$38K ﹤0.01%
569
+34
1103
$38K ﹤0.01%
2,723
1104
$37K ﹤0.01%
1,829
+282
1105
$37K ﹤0.01%
850
-100
1106
$37K ﹤0.01%
293
1107
$37K ﹤0.01%
281
-990
1108
$37K ﹤0.01%
2,370
+1,470
1109
$36K ﹤0.01%
769
+39
1110
$36K ﹤0.01%
95
+79
1111
$36K ﹤0.01%
816
+572
1112
$36K ﹤0.01%
530
1113
$36K ﹤0.01%
1,002
+43
1114
$36K ﹤0.01%
1,100
-195
1115
$36K ﹤0.01%
765
+60
1116
$36K ﹤0.01%
115
1117
$35K ﹤0.01%
493
+143
1118
$35K ﹤0.01%
410
-16,800
1119
$35K ﹤0.01%
2,400
1120
$35K ﹤0.01%
759
-1,258
1121
$35K ﹤0.01%
1,625
1122
$34K ﹤0.01%
2,737
+137
1123
$34K ﹤0.01%
680
1124
$34K ﹤0.01%
300
1125
$34K ﹤0.01%
620
43 44
45
46 47