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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.23M
3
+$3.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.91M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.88M

Top Sells

1
+$1.22M
2
+$1.16M
3
+$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

Sector Composition

1 Technology 7.11%
2 Healthcare 5.77%
3 Financials 4.46%
4 Industrials 4.36%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$18K ﹤0.01%
741
1127
$18K ﹤0.01%
661
-221
1128
$18K ﹤0.01%
1,370
1129
$18K ﹤0.01%
414
1130
$18K ﹤0.01%
+552
1131
$18K ﹤0.01%
258
-37
1132
$18K ﹤0.01%
224
+71
1133
$18K ﹤0.01%
826
1134
$18K ﹤0.01%
200
-5
1135
$18K ﹤0.01%
5,196
1136
$18K ﹤0.01%
830
1137
$18K ﹤0.01%
300
1138
$18K ﹤0.01%
1,285
+195
1139
$18K ﹤0.01%
1,266
-470
1140
$18K ﹤0.01%
609
-3,712
1141
$17K ﹤0.01%
864
+26
1142
$17K ﹤0.01%
345
-15
1143
$17K ﹤0.01%
1,145
1144
$17K ﹤0.01%
400
1145
$17K ﹤0.01%
426
-1,182
1146
$17K ﹤0.01%
875
1147
$17K ﹤0.01%
+500
1148
$17K ﹤0.01%
770
1149
$17K ﹤0.01%
330
1150
$17K ﹤0.01%
490
44 45
46
47 48