AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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
+$8.87M
2
+$7.63M
3
+$7.3M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M

Top Sells

1
+$4.98M
2
+$4.1M
3
+$3.87M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.92M
5
ETN icon
Eaton
ETN
+$2.71M

Sector Composition

1 Technology 6.64%
2 Healthcare 4.26%
3 Financials 3.94%
4 Industrials 3.91%
5 Consumer Discretionary 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$16K ﹤0.01%
530
1352
$16K ﹤0.01%
1,159
+402
1353
$16K ﹤0.01%
1,150
1354
$16K ﹤0.01%
85
1355
$15K ﹤0.01%
1,247
+203
1356
$15K ﹤0.01%
589
1357
$15K ﹤0.01%
400
+100
1358
$15K ﹤0.01%
581
1359
$15K ﹤0.01%
300
1360
$15K ﹤0.01%
390
+7
1361
$15K ﹤0.01%
204
1362
$15K ﹤0.01%
159
1363
$15K ﹤0.01%
1,245
1364
$15K ﹤0.01%
187
1365
$15K ﹤0.01%
97
+17
1366
$15K ﹤0.01%
+701
1367
$15K ﹤0.01%
275
1368
$15K ﹤0.01%
181
1369
$15K ﹤0.01%
279
1370
$15K ﹤0.01%
594
1371
$14K ﹤0.01%
801
+5
1372
$14K ﹤0.01%
316
1373
$14K ﹤0.01%
+600
1374
$14K ﹤0.01%
123
1375
$14K ﹤0.01%
900
53 54
55
56 57