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
$1.62B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$7.46M
3
+$7.09M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.1M

Top Sells

1
+$5.01M
2
+$4.13M
3
+$3.75M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.85M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.69M

Sector Composition

1 Technology 6.63%
2 Healthcare 4.26%
3 Financials 3.99%
4 Industrials 3.91%
5 Consumer Discretionary 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$18K ﹤0.01%
900
1302
$18K ﹤0.01%
525
1303
$18K ﹤0.01%
28
+4
1304
$18K ﹤0.01%
125
1305
$18K ﹤0.01%
200
1306
$18K ﹤0.01%
356
1307
$18K ﹤0.01%
+364
1308
$18K ﹤0.01%
155
+30
1309
$18K ﹤0.01%
617
1310
$18K ﹤0.01%
91
+25
1311
$18K ﹤0.01%
868
-3,180
1312
$18K ﹤0.01%
+1,000
1313
$17K ﹤0.01%
4,456
+201
1314
$17K ﹤0.01%
706
+610
1315
$17K ﹤0.01%
+593
1316
$17K ﹤0.01%
385
+7
1317
$17K ﹤0.01%
1,500
1318
$17K ﹤0.01%
32
1319
$17K ﹤0.01%
1,500
1320
$17K ﹤0.01%
6,000
1321
$17K ﹤0.01%
740
1322
$17K ﹤0.01%
416
1323
$17K ﹤0.01%
355
1324
$17K ﹤0.01%
+616
1325
$17K ﹤0.01%
740
51 52
53
54 55