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
$1.02B
AUM Growth
-$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.22M
3
+$8.35M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.56M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.41M

Top Sells

1
+$88M
2
+$60.1M
3
+$47M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$34.2M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$30.2M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.98%
3 Financials 4.67%
4 Industrials 4.52%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$6K ﹤0.01%
80
-137
1452
$6K ﹤0.01%
248
1453
$6K ﹤0.01%
45
+35
1454
$6K ﹤0.01%
150
1455
$6K ﹤0.01%
206
1456
$6K ﹤0.01%
1,386
1457
$6K ﹤0.01%
200
-200
1458
$6K ﹤0.01%
163
+2
1459
$6K ﹤0.01%
545
+130
1460
$6K ﹤0.01%
85
+35
1461
$6K ﹤0.01%
24
-1
1462
$6K ﹤0.01%
200
-468
1463
$6K ﹤0.01%
96
1464
$6K ﹤0.01%
504
1465
$6K ﹤0.01%
216
1466
$6K ﹤0.01%
277
1467
$6K ﹤0.01%
246
1468
$6K ﹤0.01%
365
1469
$6K ﹤0.01%
1,060
+200
1470
$6K ﹤0.01%
+57
1471
$6K ﹤0.01%
+120
1472
$6K ﹤0.01%
136
+96
1473
$6K ﹤0.01%
200
1474
$6K ﹤0.01%
500
1475
$6K ﹤0.01%
850
-428
57 58
59
60 61