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
1451
$11K ﹤0.01%
+500
1452
$11K ﹤0.01%
125
1453
$11K ﹤0.01%
239
+5
1454
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350
1455
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1456
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200
1457
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3,488
-325
1458
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200
1459
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200
1460
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237
+102
1461
$11K ﹤0.01%
435
1462
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340
1463
$11K ﹤0.01%
1,150
+525
1464
$11K ﹤0.01%
1,210
1465
$11K ﹤0.01%
54
-32
1466
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459
1467
$10K ﹤0.01%
285
1468
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262
1469
$10K ﹤0.01%
695
1470
$10K ﹤0.01%
50
1471
$10K ﹤0.01%
100
1472
$10K ﹤0.01%
190
-105
1473
$10K ﹤0.01%
310
+10
1474
$10K ﹤0.01%
112
1475
$10K ﹤0.01%
99
57 58
59
60 61