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
$1.02B
AUM Growth
-$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.22M
3
+$8.35M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.56M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.41M

Top Sells

1
+$88M
2
+$60.1M
3
+$47M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$34.2M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$30.2M

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%
700
1278
$12K ﹤0.01%
500
1279
$12K ﹤0.01%
1,225
-568
1280
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715
1281
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500
-250
1282
$12K ﹤0.01%
470
1283
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300
1284
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27
+1
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%
+400
1294
$11K ﹤0.01%
153
+53
1295
$11K ﹤0.01%
1,200
1296
$11K ﹤0.01%
395
+5
1297
$11K ﹤0.01%
1,311
-66
1298
$11K ﹤0.01%
358
1299
$11K ﹤0.01%
842
1300
$11K ﹤0.01%
+500
50 51
52
53 54