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
1376
$14K ﹤0.01%
316
1377
$14K ﹤0.01%
+600
1378
$14K ﹤0.01%
123
1379
$14K ﹤0.01%
900
1380
$14K ﹤0.01%
+400
1381
$14K ﹤0.01%
358
+85
1382
$14K ﹤0.01%
152
+42
1383
$14K ﹤0.01%
120
1384
$14K ﹤0.01%
500
1385
$14K ﹤0.01%
+37
1386
$14K ﹤0.01%
2,244
+535
1387
$14K ﹤0.01%
1,537
+22
1388
$14K ﹤0.01%
405
-300
1389
$14K ﹤0.01%
+265
1390
$14K ﹤0.01%
216
-1
1391
$14K ﹤0.01%
400
-16
1392
$14K ﹤0.01%
60
-58
1393
$14K ﹤0.01%
900
1394
$14K ﹤0.01%
254
+4
1395
$14K ﹤0.01%
453
1396
$14K ﹤0.01%
3,900
1397
$13K ﹤0.01%
26
+1
1398
$13K ﹤0.01%
360
1399
$13K ﹤0.01%
532
+40
1400
$13K ﹤0.01%
435
54 55
56
57 58