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
101
$3.83M 0.24%
28,301
-7,971
102
$3.8M 0.23%
109,103
+3,388
103
$3.79M 0.23%
59,813
+18,039
104
$3.73M 0.23%
63,191
-241
105
$3.68M 0.23%
189,427
-9,333
106
$3.68M 0.23%
136,241
+65,745
107
$3.63M 0.22%
81,574
-1,965
108
$3.6M 0.22%
95,614
-17,460
109
$3.58M 0.22%
29,257
+2,198
110
$3.46M 0.21%
9,746
-356
111
$3.44M 0.21%
36,249
-941
112
$3.37M 0.21%
46,437
+3,582
113
$3.17M 0.2%
13,852
+6,323
114
$3.15M 0.19%
38,760
-50,507
115
$2.97M 0.18%
36,482
-1,078
116
$2.88M 0.18%
30,399
+1,869
117
$2.87M 0.18%
20,388
+1,971
118
$2.86M 0.18%
19,740
+805
119
$2.85M 0.18%
15,131
+3,309
120
$2.81M 0.17%
53,044
+19,242
121
$2.66M 0.16%
25,743
+3,604
122
$2.65M 0.16%
45,646
+414
123
$2.64M 0.16%
67,063
+121
124
$2.63M 0.16%
14,681
+9,566
125
$2.61M 0.16%
23,820
-2,948
3 4
5
6 7