AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
1476
$10K ﹤0.01%
400
1477
$10K ﹤0.01%
3,983
+880
1478
$10K ﹤0.01%
695
1479
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50
1480
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100
1481
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190
-105
1482
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310
+10
1483
$10K ﹤0.01%
863
1484
$10K ﹤0.01%
1,527
-1,345
1485
$10K ﹤0.01%
126
1486
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112
1487
$10K ﹤0.01%
99
1488
$10K ﹤0.01%
220
1489
$10K ﹤0.01%
279
1490
$10K ﹤0.01%
400
1491
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200
1492
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1,033
+33
1493
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37
1494
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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