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
1501
$9K ﹤0.01%
197
1502
$9K ﹤0.01%
+66
1503
$9K ﹤0.01%
192
-121
1504
$9K ﹤0.01%
648
1505
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200
1506
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246
1507
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1,100
1508
$9K ﹤0.01%
271
+262
1509
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620
1510
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53
1511
$9K ﹤0.01%
121
-128
1512
$9K ﹤0.01%
136
+132
1513
$9K ﹤0.01%
2,045
1514
$9K ﹤0.01%
500
1515
$9K ﹤0.01%
500
1516
$9K ﹤0.01%
762
1517
$9K ﹤0.01%
270
1518
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+325
1519
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156
+2
1520
$9K ﹤0.01%
29
-35
1521
$8K ﹤0.01%
+1,036
1522
$8K ﹤0.01%
4
+1
1523
$8K ﹤0.01%
120
+20
1524
$8K ﹤0.01%
248
1525
$8K ﹤0.01%
342
+25
59 60
61
62 63