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
1226
$25K ﹤0.01%
770
1227
$25K ﹤0.01%
678
1228
$25K ﹤0.01%
850
1229
$25K ﹤0.01%
509
-200
1230
$25K ﹤0.01%
37
-3
1231
$24K ﹤0.01%
36
+5
1232
$24K ﹤0.01%
1,759
1233
$24K ﹤0.01%
330
+30
1234
$24K ﹤0.01%
63
1235
$24K ﹤0.01%
1,370
+1,170
1236
$24K ﹤0.01%
565
+5
1237
$24K ﹤0.01%
80
+5
1238
$24K ﹤0.01%
1,176
+143
1239
$24K ﹤0.01%
+61
1240
$24K ﹤0.01%
258
1241
$24K ﹤0.01%
72
-7
1242
$24K ﹤0.01%
667
1243
$23K ﹤0.01%
2,501
1244
$23K ﹤0.01%
35
+3
1245
$23K ﹤0.01%
375
1246
$23K ﹤0.01%
1,537
1247
$23K ﹤0.01%
1,075
-598
1248
$23K ﹤0.01%
1,300
1249
$23K ﹤0.01%
317
1250
$23K ﹤0.01%
245
+25
48 49
50
51 52