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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
1301
$11K ﹤0.01%
3,409
1302
$11K ﹤0.01%
1,988
-1,257
1303
$11K ﹤0.01%
470
1304
$11K ﹤0.01%
300
1305
$11K ﹤0.01%
408
+87
1306
$11K ﹤0.01%
700
1307
$11K ﹤0.01%
145
-545
1308
$11K ﹤0.01%
494
-57
1309
$11K ﹤0.01%
340
1310
$11K ﹤0.01%
600
1311
$11K ﹤0.01%
45
-32
1312
$10K ﹤0.01%
91
+51
1313
$10K ﹤0.01%
+215
1314
$10K ﹤0.01%
861
+449
1315
$10K ﹤0.01%
102
1316
$10K ﹤0.01%
+280
1317
$10K ﹤0.01%
89
-43
1318
$10K ﹤0.01%
33
+1
1319
$10K ﹤0.01%
1,000
1320
$10K ﹤0.01%
730
+280
1321
$10K ﹤0.01%
300
1322
$10K ﹤0.01%
36
-20
1323
$10K ﹤0.01%
138
-111
1324
$10K ﹤0.01%
784
1325
$10K ﹤0.01%
1,245
-66
51 52
53
54 55