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
1151
$31K ﹤0.01%
790
+190
1152
$31K ﹤0.01%
+2,474
1153
$31K ﹤0.01%
683
+1
1154
$31K ﹤0.01%
260
+10
1155
$31K ﹤0.01%
2,633
1156
$31K ﹤0.01%
2,000
1157
$31K ﹤0.01%
1,206
+15
1158
$31K ﹤0.01%
1,738
1159
$31K ﹤0.01%
2,067
-569
1160
$31K ﹤0.01%
400
-14,591
1161
$30K ﹤0.01%
503
1162
$30K ﹤0.01%
725
-608
1163
$30K ﹤0.01%
674
+6
1164
$30K ﹤0.01%
214
1165
$30K ﹤0.01%
800
-319
1166
$30K ﹤0.01%
214
1167
$30K ﹤0.01%
49
+26
1168
$30K ﹤0.01%
263
1169
$30K ﹤0.01%
317
1170
$30K ﹤0.01%
223
+9
1171
$30K ﹤0.01%
752
-650
1172
$29K ﹤0.01%
331
+36
1173
$29K ﹤0.01%
800
+600
1174
$29K ﹤0.01%
2,677
1175
$29K ﹤0.01%
800
+500
45 46
47
48 49