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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
$1.62B
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
1526
$8K ﹤0.01%
395
1527
$8K ﹤0.01%
184
+2
1528
$8K ﹤0.01%
+1,036
1529
$8K ﹤0.01%
4
+1
1530
$8K ﹤0.01%
120
+20
1531
$8K ﹤0.01%
248
1532
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342
+25
1533
$8K ﹤0.01%
206
1534
$8K ﹤0.01%
70
1535
$8K ﹤0.01%
300
1536
$8K ﹤0.01%
+44
1537
$8K ﹤0.01%
636
+2
1538
$8K ﹤0.01%
221
+6
1539
$8K ﹤0.01%
365
1540
$8K ﹤0.01%
30
+7
1541
$8K ﹤0.01%
1,100
1542
0
1543
$8K ﹤0.01%
101
+48
1544
$8K ﹤0.01%
173
+86
1545
$8K ﹤0.01%
30
-7
1546
$8K ﹤0.01%
+219
1547
$8K ﹤0.01%
400
1548
$8K ﹤0.01%
279
1549
$8K ﹤0.01%
108
1550
$8K ﹤0.01%
+126