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
1176
$29K ﹤0.01%
606
+100
1177
$29K ﹤0.01%
472
1178
$29K ﹤0.01%
360
+124
1179
$29K ﹤0.01%
345
+233
1180
$29K ﹤0.01%
981
+70
1181
$29K ﹤0.01%
105
+5
1182
$29K ﹤0.01%
249
+5
1183
$29K ﹤0.01%
6,894
+1,000
1184
$29K ﹤0.01%
11,470
-4,619
1185
$28K ﹤0.01%
717
-371
1186
$28K ﹤0.01%
6,098
+4,769
1187
$28K ﹤0.01%
862
1188
$28K ﹤0.01%
430
-5,000
1189
$28K ﹤0.01%
415
+15
1190
$28K ﹤0.01%
700
1191
$28K ﹤0.01%
1,113
1192
$28K ﹤0.01%
277
+2
1193
$28K ﹤0.01%
400
1194
$28K ﹤0.01%
870
-445
1195
$28K ﹤0.01%
705
+9
1196
$28K ﹤0.01%
2,000
-200
1197
$28K ﹤0.01%
2,663
-247
1198
$28K ﹤0.01%
2,000
+450
1199
$27K ﹤0.01%
200
1200
$27K ﹤0.01%
470
46 47
48
49 50