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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
$1.02B
AUM Growth
-$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.22M
3
+$8.35M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.56M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.41M

Top Sells

1
+$88M
2
+$60.1M
3
+$47M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$34.2M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$30.2M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.98%
3 Financials 4.67%
4 Industrials 4.52%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$8K ﹤0.01%
271
-54
1402
$8K ﹤0.01%
400
1403
$8K ﹤0.01%
432
1404
$8K ﹤0.01%
279
1405
$8K ﹤0.01%
52
-82
1406
$8K ﹤0.01%
1,333
+333
1407
$8K ﹤0.01%
258
1408
$8K ﹤0.01%
105
+5
1409
$7K ﹤0.01%
+500
1410
$7K ﹤0.01%
248
1411
$7K ﹤0.01%
41
+34
1412
$7K ﹤0.01%
+160
1413
$7K ﹤0.01%
400
1414
$7K ﹤0.01%
+150
1415
$7K ﹤0.01%
+174
1416
$7K ﹤0.01%
712
+337
1417
$7K ﹤0.01%
500
1418
$7K ﹤0.01%
279
1419
$7K ﹤0.01%
198
1420
$7K ﹤0.01%
+100
1421
$7K ﹤0.01%
350
1422
$7K ﹤0.01%
255
-704
1423
$7K ﹤0.01%
2,430
-9,140
1424
$7K ﹤0.01%
66
+48
1425
$7K ﹤0.01%
200
55 56
57
58 59