AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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
+$8.87M
2
+$7.63M
3
+$7.3M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$6.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.31M

Top Sells

1
+$4.98M
2
+$4.1M
3
+$3.87M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.92M
5
ETN icon
Eaton
ETN
+$2.71M

Sector Composition

1 Technology 6.64%
2 Healthcare 4.26%
3 Financials 3.94%
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%
220
1452
$11K ﹤0.01%
350
1453
$11K ﹤0.01%
260
1454
$11K ﹤0.01%
200
1455
$11K ﹤0.01%
3,488
-325
1456
$11K ﹤0.01%
200
1457
$11K ﹤0.01%
200
1458
$11K ﹤0.01%
237
+102
1459
$11K ﹤0.01%
435
1460
$11K ﹤0.01%
340
1461
$11K ﹤0.01%
1,150
+525
1462
$11K ﹤0.01%
401
-22
1463
$11K ﹤0.01%
258
1464
$11K ﹤0.01%
1,210
1465
$11K ﹤0.01%
54
-32
1466
$11K ﹤0.01%
459
1467
$10K ﹤0.01%
262
1468
$10K ﹤0.01%
297
-2,825
1469
$10K ﹤0.01%
325
+15
1470
$10K ﹤0.01%
212
-933
1471
$10K ﹤0.01%
398
1472
$10K ﹤0.01%
285
1473
$10K ﹤0.01%
152
1474
$10K ﹤0.01%
700
1475
$10K ﹤0.01%
238
57 58
59
60 61