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
126
$2.57M 0.16%
43,426
-340
127
$2.57M 0.16%
6,644
-39
128
$2.55M 0.16%
77,406
-13,159
129
$2.54M 0.16%
22,154
+486
130
$2.52M 0.16%
17,420
-220
131
$2.46M 0.15%
21,378
+1,303
132
$2.43M 0.15%
47,839
+4,767
133
$2.42M 0.15%
14,076
-876
134
$2.42M 0.15%
61,855
+31,267
135
$2.41M 0.15%
6,637
-983
136
$2.4M 0.15%
13,844
+412
137
$2.39M 0.15%
31,134
+1,617
138
$2.34M 0.14%
123,384
-11,124
139
$2.32M 0.14%
28,650
+12,722
140
$2.3M 0.14%
87,133
-4,748
141
$2.28M 0.14%
80,352
-2,366
142
$2.26M 0.14%
19,744
-1,065
143
$2.2M 0.14%
34,672
+31,614
144
$2.2M 0.14%
14,191
+1,077
145
$2.15M 0.13%
58,411
-7,358
146
$2.15M 0.13%
105,565
+20,094
147
$2.14M 0.13%
25,114
-431
148
$2.13M 0.13%
18,353
+7,203
149
$2.13M 0.13%
38,291
+2,103
150
$2.13M 0.13%
14,162
+10,861
4 5
6
7 8