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
1251
$23K ﹤0.01%
584
1252
$23K ﹤0.01%
70
1253
$22K ﹤0.01%
750
1254
$22K ﹤0.01%
105
+5
1255
$22K ﹤0.01%
245
1256
$22K ﹤0.01%
300
1257
$22K ﹤0.01%
290
1258
$22K ﹤0.01%
875
1259
$22K ﹤0.01%
329
1260
$22K ﹤0.01%
228
1261
$22K ﹤0.01%
1,184
+1,150
1262
$22K ﹤0.01%
1,500
+1,300
1263
$22K ﹤0.01%
13,054
1264
$21K ﹤0.01%
600
+150
1265
$21K ﹤0.01%
+300
1266
$21K ﹤0.01%
+245
1267
$21K ﹤0.01%
517
+21
1268
$21K ﹤0.01%
205
1269
$21K ﹤0.01%
162
1270
$21K ﹤0.01%
200
-135
1271
$21K ﹤0.01%
222
+15
1272
$21K ﹤0.01%
162
+78
1273
$21K ﹤0.01%
345
-1
1274
$21K ﹤0.01%
261
1275
$21K ﹤0.01%
432
49 50
51
52 53