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
$1.02B
AUM Growth
-$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.22M
3
+$8.35M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.56M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.41M

Top Sells

1
+$88M
2
+$60.1M
3
+$47M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$34.2M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$30.2M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.98%
3 Financials 4.67%
4 Industrials 4.52%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$17K ﹤0.01%
1,200
1177
$17K ﹤0.01%
150
+121
1178
$17K ﹤0.01%
249
-1,014
1179
$17K ﹤0.01%
318
1180
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248
-25
1181
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262
+28
1182
$17K ﹤0.01%
829
+18
1183
$17K ﹤0.01%
329
1184
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330
1185
$17K ﹤0.01%
858
-348
1186
$17K ﹤0.01%
372
+110
1187
$17K ﹤0.01%
122
+7
1188
$17K ﹤0.01%
838
+23
1189
$17K ﹤0.01%
1,419
1190
$17K ﹤0.01%
163
1191
$17K ﹤0.01%
650
+395
1192
$16K ﹤0.01%
475
1193
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255
+10
1194
$16K ﹤0.01%
111
+84
1195
$16K ﹤0.01%
459
1196
$16K ﹤0.01%
215
-586
1197
$16K ﹤0.01%
132
-104
1198
$16K ﹤0.01%
275
1199
$16K ﹤0.01%
562
-224
1200
$16K ﹤0.01%
249
46 47
48
49 50