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
$1.62B
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%
220
1477
$10K ﹤0.01%
279
1478
$10K ﹤0.01%
400
1479
$10K ﹤0.01%
37
1480
$10K ﹤0.01%
49
+17
1481
$10K ﹤0.01%
+163
1482
$10K ﹤0.01%
297
-2,825
1483
$10K ﹤0.01%
325
+15
1484
$10K ﹤0.01%
212
-933
1485
$10K ﹤0.01%
398
1486
$10K ﹤0.01%
152
1487
$10K ﹤0.01%
700
1488
$10K ﹤0.01%
238
1489
$10K ﹤0.01%
400
1490
$10K ﹤0.01%
3,983
+880
1491
$10K ﹤0.01%
863
1492
$10K ﹤0.01%
1,527
-1,345
1493
$10K ﹤0.01%
126
1494
$10K ﹤0.01%
200
1495
$10K ﹤0.01%
1,033
+33
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%
200
58 59
60
61 62