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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
$1.02B
AUM Growth
-$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,241
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.22M
3
+$8.35M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$6.56M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.41M

Top Sells

1
+$88M
2
+$60.1M
3
+$47M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$34.2M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$30.2M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.98%
3 Financials 4.67%
4 Industrials 4.52%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$5K ﹤0.01%
48
-1,436
1502
$5K ﹤0.01%
300
1503
$5K ﹤0.01%
129
-51
1504
$5K ﹤0.01%
50
-252
1505
$5K ﹤0.01%
50
1506
$5K ﹤0.01%
100
1507
$5K ﹤0.01%
27
1508
$5K ﹤0.01%
+200
1509
$5K ﹤0.01%
740
1510
$5K ﹤0.01%
1,300
1511
$5K ﹤0.01%
250
1512
$5K ﹤0.01%
571
1513
$5K ﹤0.01%
+225
1514
$5K ﹤0.01%
200
1515
$5K ﹤0.01%
40
+32
1516
$5K ﹤0.01%
30
-656
1517
$5K ﹤0.01%
+25
1518
$4K ﹤0.01%
345
-49
1519
$4K ﹤0.01%
63
1520
$4K ﹤0.01%
+200
1521
$4K ﹤0.01%
28
+4
1522
$4K ﹤0.01%
178
1523
$4K ﹤0.01%
22
-11
1524
$4K ﹤0.01%
+669
1525
$4K ﹤0.01%
+191
59 60
61
62 63