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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
1151
$17K ﹤0.01%
158
+64
1152
$17K ﹤0.01%
6,000
1153
$17K ﹤0.01%
205
1154
$17K ﹤0.01%
116
+71
1155
$17K ﹤0.01%
+583
1156
$17K ﹤0.01%
336
-6
1157
$17K ﹤0.01%
450
+300
1158
$17K ﹤0.01%
+730
1159
$17K ﹤0.01%
300
1160
$17K ﹤0.01%
185
+15
1161
$17K ﹤0.01%
142
-8
1162
$17K ﹤0.01%
290
+35
1163
$17K ﹤0.01%
270
1164
$17K ﹤0.01%
555
+100
1165
$17K ﹤0.01%
1,483
1166
$17K ﹤0.01%
132
-11
1167
$16K ﹤0.01%
280
-106
1168
$16K ﹤0.01%
92
+9
1169
$16K ﹤0.01%
750
1170
$16K ﹤0.01%
7,221
-815
1171
$16K ﹤0.01%
1,537
1172
$16K ﹤0.01%
253
-318
1173
$16K ﹤0.01%
224
1174
$16K ﹤0.01%
848
+19
1175
$16K ﹤0.01%
234
-52
45 46
47
48 49