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
1401
$13K ﹤0.01%
124
1402
$13K ﹤0.01%
+823
1403
$13K ﹤0.01%
46
1404
$13K ﹤0.01%
79
+20
1405
$13K ﹤0.01%
278
1406
$13K ﹤0.01%
114
+6
1407
$13K ﹤0.01%
300
1408
$13K ﹤0.01%
182
-166
1409
$13K ﹤0.01%
342
+1
1410
$13K ﹤0.01%
285
+215
1411
$13K ﹤0.01%
1,155
1412
$13K ﹤0.01%
73
-2
1413
$13K ﹤0.01%
256
+1
1414
$13K ﹤0.01%
712
+10
1415
$12K ﹤0.01%
175
+5
1416
$12K ﹤0.01%
1,118
-944
1417
$12K ﹤0.01%
1,200
1418
$12K ﹤0.01%
316
1419
$12K ﹤0.01%
750
+5
1420
$12K ﹤0.01%
+316
1421
$12K ﹤0.01%
130
+5
1422
$12K ﹤0.01%
363
1423
$12K ﹤0.01%
246
1424
$12K ﹤0.01%
+172
1425
$12K ﹤0.01%
160
+110
55 56
57
58 59