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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
1376
$8K ﹤0.01%
150
1377
$8K ﹤0.01%
+424
1378
$8K ﹤0.01%
1,386
1379
$8K ﹤0.01%
123
1380
$8K ﹤0.01%
205
+3
1381
$8K ﹤0.01%
294
+38
1382
$8K ﹤0.01%
115
+30
1383
$8K ﹤0.01%
45
+4
1384
$8K ﹤0.01%
406
1385
$8K ﹤0.01%
420
1386
$8K ﹤0.01%
160
+40
1387
$8K ﹤0.01%
1,107
+640
1388
$8K ﹤0.01%
125
1389
$8K ﹤0.01%
1,718
1390
$8K ﹤0.01%
1,387
1391
$8K ﹤0.01%
354
-1,536
1392
$8K ﹤0.01%
+104
1393
$7K ﹤0.01%
500
1394
$7K ﹤0.01%
125
1395
$7K ﹤0.01%
53
+38
1396
$7K ﹤0.01%
+316
1397
$7K ﹤0.01%
325
+25
1398
$7K ﹤0.01%
652
1399
$7K ﹤0.01%
200
1400
$7K ﹤0.01%
+166
54 55
56
57 58