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
1326
$17K ﹤0.01%
350
1327
$17K ﹤0.01%
1,250
-500
1328
$17K ﹤0.01%
1,899
+47
1329
$16K ﹤0.01%
500
-1,925
1330
$16K ﹤0.01%
143
1331
$16K ﹤0.01%
2,530
1332
$16K ﹤0.01%
+300
1333
$16K ﹤0.01%
665
1334
$16K ﹤0.01%
90
-15
1335
$16K ﹤0.01%
100
1336
$16K ﹤0.01%
85
1337
$16K ﹤0.01%
450
1338
$16K ﹤0.01%
639
+100
1339
$16K ﹤0.01%
604
1340
$16K ﹤0.01%
481
+2
1341
$16K ﹤0.01%
275
1342
$16K ﹤0.01%
249
1343
$16K ﹤0.01%
265
+205
1344
$16K ﹤0.01%
171
+6
1345
$16K ﹤0.01%
+715
1346
$16K ﹤0.01%
1,947
+38
1347
$16K ﹤0.01%
213
+200
1348
$16K ﹤0.01%
450
+159
1349
$16K ﹤0.01%
509
1350
$16K ﹤0.01%
+322
52 53
54
55 56