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
1226
$25K ﹤0.01%
290
1227
$25K ﹤0.01%
1,179
-863
1228
$25K ﹤0.01%
338
1229
$25K ﹤0.01%
817
-792
1230
$25K ﹤0.01%
37
-3
1231
$24K ﹤0.01%
330
+30
1232
$24K ﹤0.01%
63
1233
$24K ﹤0.01%
1,176
+143
1234
$24K ﹤0.01%
+61
1235
$24K ﹤0.01%
258
1236
$24K ﹤0.01%
36
+5
1237
$24K ﹤0.01%
1,759
1238
$24K ﹤0.01%
1,370
+1,170
1239
$24K ﹤0.01%
565
+5
1240
$24K ﹤0.01%
80
+5
1241
$24K ﹤0.01%
72
-7
1242
$24K ﹤0.01%
667
1243
$23K ﹤0.01%
35
+3
1244
$23K ﹤0.01%
375
1245
$23K ﹤0.01%
1,537
1246
$23K ﹤0.01%
1,075
-598
1247
$23K ﹤0.01%
2,501
1248
$23K ﹤0.01%
1,300
1249
$23K ﹤0.01%
317
1250
$23K ﹤0.01%
245
+25
48 49
50
51 52