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
1426
$7K ﹤0.01%
279
1427
$7K ﹤0.01%
221
1428
$7K ﹤0.01%
+351
1429
$7K ﹤0.01%
100
1430
$7K ﹤0.01%
350
1431
$7K ﹤0.01%
1,333
1432
$7K ﹤0.01%
248
-1,412
1433
$7K ﹤0.01%
140
-36
1434
$7K ﹤0.01%
265
-10
1435
$7K ﹤0.01%
+1,092
1436
$7K ﹤0.01%
200
1437
$7K ﹤0.01%
254
+20
1438
$6K ﹤0.01%
200
1439
$6K ﹤0.01%
174
-50
1440
$6K ﹤0.01%
400
1441
$6K ﹤0.01%
+485
1442
$6K ﹤0.01%
279
1443
$6K ﹤0.01%
155
+136
1444
$6K ﹤0.01%
248
1445
$6K ﹤0.01%
220
1446
$6K ﹤0.01%
400
1447
$6K ﹤0.01%
211
-352
1448
$6K ﹤0.01%
+302
1449
$6K ﹤0.01%
164
+1
1450
$6K ﹤0.01%
1,600
56 57
58
59 60