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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
1276
$12K ﹤0.01%
2,116
1277
$12K ﹤0.01%
+3,948
1278
$12K ﹤0.01%
500
+100
1279
$12K ﹤0.01%
500
1280
$12K ﹤0.01%
200
-35
1281
$12K ﹤0.01%
346
+148
1282
$12K ﹤0.01%
453
1283
$12K ﹤0.01%
200
1284
$11K ﹤0.01%
444
+400
1285
$11K ﹤0.01%
49
1286
$11K ﹤0.01%
10
+8
1287
$11K ﹤0.01%
338
1288
$11K ﹤0.01%
1,219
1289
$11K ﹤0.01%
+410
1290
$11K ﹤0.01%
642
1291
$11K ﹤0.01%
437
-116
1292
$11K ﹤0.01%
292
+2
1293
$11K ﹤0.01%
256
+8
1294
$11K ﹤0.01%
261
-837
1295
$11K ﹤0.01%
101
+37
1296
$11K ﹤0.01%
112
1297
$11K ﹤0.01%
490
+40
1298
$11K ﹤0.01%
+560
1299
$11K ﹤0.01%
106
+44
1300
$11K ﹤0.01%
73
-7
50 51
52
53 54