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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
1251
$13K ﹤0.01%
459
1252
$13K ﹤0.01%
243
-118
1253
$13K ﹤0.01%
27
1254
$13K ﹤0.01%
359
1255
$13K ﹤0.01%
+3,853
1256
$13K ﹤0.01%
126
+78
1257
$13K ﹤0.01%
187
1258
$13K ﹤0.01%
823
-70
1259
$12K ﹤0.01%
321
1260
$12K ﹤0.01%
37
+27
1261
$12K ﹤0.01%
500
1262
$12K ﹤0.01%
450
-200
1263
$12K ﹤0.01%
715
1264
$12K ﹤0.01%
33
+28
1265
$12K ﹤0.01%
90
1266
$12K ﹤0.01%
2,382
+2,176
1267
$12K ﹤0.01%
740
1268
$12K ﹤0.01%
208
1269
$12K ﹤0.01%
7,860
-376
1270
$12K ﹤0.01%
162
-15
1271
$12K ﹤0.01%
265
-45
1272
$12K ﹤0.01%
414
+404
1273
$12K ﹤0.01%
290
-21
1274
$12K ﹤0.01%
111
+45
1275
$12K ﹤0.01%
1,200
49 50
51
52 53