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
1201
$27K ﹤0.01%
55
1202
$27K ﹤0.01%
742
-1,883
1203
$27K ﹤0.01%
1,160
+296
1204
$27K ﹤0.01%
1,330
+55
1205
$27K ﹤0.01%
500
+10
1206
$27K ﹤0.01%
4,903
+713
1207
$27K ﹤0.01%
+984
1208
$27K ﹤0.01%
358
1209
$27K ﹤0.01%
1,340
+40
1210
$27K ﹤0.01%
490
1211
$27K ﹤0.01%
2,000
1212
$27K ﹤0.01%
163
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%
1,500
1220
$25K ﹤0.01%
300
1221
$25K ﹤0.01%
+1,223
1222
$25K ﹤0.01%
290
1223
$25K ﹤0.01%
1,179
-863
1224
$25K ﹤0.01%
338
1225
$25K ﹤0.01%
817
-792
47 48
49
50 51