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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
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.23M
3
+$3.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.91M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.88M

Top Sells

1
+$1.22M
2
+$1.16M
3
+$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

Sector Composition

1 Technology 7.11%
2 Healthcare 5.77%
3 Financials 4.46%
4 Industrials 4.36%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$5K ﹤0.01%
246
1502
$5K ﹤0.01%
+690
1503
$5K ﹤0.01%
61
+4
1504
$5K ﹤0.01%
460
1505
$5K ﹤0.01%
500
1506
$5K ﹤0.01%
52
1507
$5K ﹤0.01%
870
+20
1508
$5K ﹤0.01%
77
1509
$5K ﹤0.01%
60
1510
$5K ﹤0.01%
117
-416
1511
$5K ﹤0.01%
+5,625
1512
$5K ﹤0.01%
804
+22
1513
$4K ﹤0.01%
328
1514
$4K ﹤0.01%
248
1515
$4K ﹤0.01%
115
+5
1516
$4K ﹤0.01%
118
+33
1517
$4K ﹤0.01%
96
-13
1518
$4K ﹤0.01%
21
-387
1519
$4K ﹤0.01%
100
+70
1520
$4K ﹤0.01%
57
1521
$4K ﹤0.01%
76
+7
1522
$4K ﹤0.01%
80
1523
$4K ﹤0.01%
85
-123
1524
$4K ﹤0.01%
25
+17
1525
$4K ﹤0.01%
84
+13
59 60
61
62 63