We are live on ! Find out more
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
1401
$7K ﹤0.01%
36
1402
$7K ﹤0.01%
500
1403
$7K ﹤0.01%
28
+21
1404
$7K ﹤0.01%
398
1405
$7K ﹤0.01%
150
1406
$7K ﹤0.01%
212
-26
1407
$7K ﹤0.01%
+163
1408
$7K ﹤0.01%
170
+34
1409
$7K ﹤0.01%
695
1410
$7K ﹤0.01%
200
1411
$7K ﹤0.01%
174
1412
$7K ﹤0.01%
1,525
-2,859
1413
$7K ﹤0.01%
2,000
1414
$7K ﹤0.01%
200
+180
1415
$7K ﹤0.01%
1,450
-1,000
1416
$7K ﹤0.01%
+257
1417
$7K ﹤0.01%
800
1418
$7K ﹤0.01%
234
-61
1419
$7K ﹤0.01%
100
1420
$7K ﹤0.01%
235
+25
1421
$7K ﹤0.01%
104
+4
1422
$7K ﹤0.01%
141
1423
$7K ﹤0.01%
259
-39
1424
$7K ﹤0.01%
225
-405
1425
$7K ﹤0.01%
102
-125
55 56
57
58 59