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
1426
$12K ﹤0.01%
326
1427
$12K ﹤0.01%
652
1428
$12K ﹤0.01%
+1,063
1429
$12K ﹤0.01%
200
1430
$12K ﹤0.01%
560
+10
1431
$12K ﹤0.01%
350
+150
1432
$12K ﹤0.01%
141
1433
$11K ﹤0.01%
102
1434
$11K ﹤0.01%
540
1435
$11K ﹤0.01%
+371
1436
$11K ﹤0.01%
163
1437
$11K ﹤0.01%
208
1438
$11K ﹤0.01%
300
1439
$11K ﹤0.01%
266
+50
1440
$11K ﹤0.01%
220
1441
$11K ﹤0.01%
401
-22
1442
$11K ﹤0.01%
258
1443
$11K ﹤0.01%
330
+8
1444
$11K ﹤0.01%
150
1445
$11K ﹤0.01%
500
1446
$11K ﹤0.01%
415
1447
$11K ﹤0.01%
1,600
-2,000
1448
$11K ﹤0.01%
700
1449
$11K ﹤0.01%
72
-9
1450
$11K ﹤0.01%
743
56 57
58
59 60