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
1276
$20K ﹤0.01%
159
1277
$20K ﹤0.01%
728
+700
1278
$20K ﹤0.01%
800
1279
$20K ﹤0.01%
284
1280
$20K ﹤0.01%
378
1281
$20K ﹤0.01%
+1,400
1282
$20K ﹤0.01%
+2,935
1283
$20K ﹤0.01%
1,419
1284
$20K ﹤0.01%
59
-80
1285
$19K ﹤0.01%
150
1286
$19K ﹤0.01%
248
+10
1287
$19K ﹤0.01%
399
+11
1288
$19K ﹤0.01%
162
1289
$19K ﹤0.01%
1,369
+35
1290
$19K ﹤0.01%
589
+3
1291
$19K ﹤0.01%
475
+120
1292
$19K ﹤0.01%
300
1293
$19K ﹤0.01%
1,370
+200
1294
$19K ﹤0.01%
618
1295
$19K ﹤0.01%
245
1296
$19K ﹤0.01%
210
1297
$19K ﹤0.01%
1,430
1298
$19K ﹤0.01%
229
+33
1299
$19K ﹤0.01%
77
-46
1300
$18K ﹤0.01%
374
50 51
52
53 54