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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
1526
$4K ﹤0.01%
200
1527
$4K ﹤0.01%
56
-60
1528
$4K ﹤0.01%
+59
1529
$4K ﹤0.01%
+92
1530
$4K ﹤0.01%
+190
1531
$4K ﹤0.01%
345
1532
$4K ﹤0.01%
100
-506
1533
$4K ﹤0.01%
82
1534
$4K ﹤0.01%
750
1535
$4K ﹤0.01%
228
1536
$4K ﹤0.01%
146
1537
$4K ﹤0.01%
+185
1538
$4K ﹤0.01%
1,000
1539
$4K ﹤0.01%
195
+150
1540
$4K ﹤0.01%
47
1541
$4K ﹤0.01%
85
+35
1542
$4K ﹤0.01%
27
-62
1543
$4K ﹤0.01%
300
1544
$4K ﹤0.01%
86
+20
1545
$4K ﹤0.01%
+100
1546
$4K ﹤0.01%
129
1547
$4K ﹤0.01%
211
1548
$4K ﹤0.01%
53
1549
$4K ﹤0.01%
200
1550
$4K ﹤0.01%
737
60 61
62
63 64