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
1476
$10K ﹤0.01%
400
1477
$10K ﹤0.01%
3,983
+880
1478
$10K ﹤0.01%
695
1479
$10K ﹤0.01%
50
1480
$10K ﹤0.01%
100
1481
$10K ﹤0.01%
190
-105
1482
$10K ﹤0.01%
310
+10
1483
$10K ﹤0.01%
863
1484
$10K ﹤0.01%
1,527
-1,345
1485
$10K ﹤0.01%
126
1486
$10K ﹤0.01%
112
1487
$10K ﹤0.01%
99
1488
$10K ﹤0.01%
220
1489
$10K ﹤0.01%
279
1490
$10K ﹤0.01%
400
1491
$10K ﹤0.01%
200
1492
$10K ﹤0.01%
1,033
+33
1493
$10K ﹤0.01%
37
1494
$10K ﹤0.01%
49
+17
1495
$10K ﹤0.01%
+163
1496
$9K ﹤0.01%
327
+227
1497
$9K ﹤0.01%
750
1498
$9K ﹤0.01%
280
+178
1499
$9K ﹤0.01%
200
-35
1500
$9K ﹤0.01%
68
+48
58 59
60
61 62