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
1201
$27K ﹤0.01%
2,000
1202
$27K ﹤0.01%
163
1203
$27K ﹤0.01%
200
1204
$27K ﹤0.01%
470
1205
$27K ﹤0.01%
55
1206
$27K ﹤0.01%
742
-1,883
1207
$27K ﹤0.01%
1,160
+296
1208
$27K ﹤0.01%
4,903
+713
1209
$27K ﹤0.01%
+984
1210
$27K ﹤0.01%
358
1211
$27K ﹤0.01%
1,340
+40
1212
$27K ﹤0.01%
490
1213
$26K ﹤0.01%
760
-2,600
1214
$26K ﹤0.01%
+2,351
1215
$26K ﹤0.01%
78
+1
1216
$26K ﹤0.01%
741
1217
$26K ﹤0.01%
122
1218
$26K ﹤0.01%
56
+6
1219
$25K ﹤0.01%
770
1220
$25K ﹤0.01%
678
1221
$25K ﹤0.01%
850
1222
$25K ﹤0.01%
509
-200
1223
$25K ﹤0.01%
1,500
1224
$25K ﹤0.01%
300
1225
$25K ﹤0.01%
+1,223
47 48
49
50 51