AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.86M
3
+$7.69M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.06M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.21M

Top Sells

1
+$87M
2
+$54.7M
3
+$43.2M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$31.4M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$28M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.98%
3 Financials 4.67%
4 Industrials 4.52%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$12K ﹤0.01%
+3,409
1277
$12K ﹤0.01%
500
-250
1278
$12K ﹤0.01%
470
1279
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300
1280
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27
+1
1281
$12K ﹤0.01%
700
1282
$12K ﹤0.01%
500
1283
$12K ﹤0.01%
1,225
-568
1284
$12K ﹤0.01%
715
1285
$12K ﹤0.01%
89
-693
1286
$12K ﹤0.01%
50
1287
$12K ﹤0.01%
135
-5,086
1288
$12K ﹤0.01%
642
1289
$12K ﹤0.01%
457
-90
1290
$12K ﹤0.01%
500
-57
1291
$12K ﹤0.01%
453
1292
$12K ﹤0.01%
200
1293
$11K ﹤0.01%
842
1294
$11K ﹤0.01%
2,000
1295
$11K ﹤0.01%
+400
1296
$11K ﹤0.01%
+500
1297
$11K ﹤0.01%
208
1298
$11K ﹤0.01%
1,490
+1,413
1299
$11K ﹤0.01%
94
-372
1300
$11K ﹤0.01%
298
50 51
52
53 54