We are live on ! Find out more
AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.23M
3
+$3.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.91M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.88M

Top Sells

1
+$1.22M
2
+$1.16M
3
+$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

Sector Composition

1 Technology 7.11%
2 Healthcare 5.77%
3 Financials 4.46%
4 Industrials 4.36%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$14K ﹤0.01%
594
1227
$14K ﹤0.01%
2,161
+37
1228
$14K ﹤0.01%
550
+300
1229
$14K ﹤0.01%
1,490
1230
$13K ﹤0.01%
404
-19
1231
$13K ﹤0.01%
70
+11
1232
$13K ﹤0.01%
600
1233
$13K ﹤0.01%
81
-6
1234
$13K ﹤0.01%
416
1235
$13K ﹤0.01%
6
-4
1236
$13K ﹤0.01%
+2,360
1237
$13K ﹤0.01%
472
+52
1238
$13K ﹤0.01%
66
+3
1239
$13K ﹤0.01%
567
+5
1240
$13K ﹤0.01%
525
-125
1241
$13K ﹤0.01%
805
+5
1242
$13K ﹤0.01%
129
+81
1243
$13K ﹤0.01%
408
-278
1244
$13K ﹤0.01%
302
1245
$13K ﹤0.01%
181
1246
$13K ﹤0.01%
317
+2
1247
$13K ﹤0.01%
2,414
-219
1248
$13K ﹤0.01%
180
1249
$13K ﹤0.01%
225
-350
1250
$13K ﹤0.01%
1,473
-560
48 49
50
51 52