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
1551
$8K ﹤0.01%
28
-77
1552
$8K ﹤0.01%
850
1553
$8K ﹤0.01%
1,100
1554
$8K ﹤0.01%
1,400
1555
$8K ﹤0.01%
602
+2
1556
$8K ﹤0.01%
170
1557
$7K ﹤0.01%
381
1558
$7K ﹤0.01%
700
1559
$7K ﹤0.01%
119
-1
1560
$7K ﹤0.01%
4
1561
$7K ﹤0.01%
161
+1
1562
$7K ﹤0.01%
188
+29
1563
$7K ﹤0.01%
430
+10
1564
$7K ﹤0.01%
200
-83
1565
$7K ﹤0.01%
96
1566
$7K ﹤0.01%
200
1567
$7K ﹤0.01%
25
1568
$7K ﹤0.01%
178
-5
1569
$7K ﹤0.01%
604
1570
$7K ﹤0.01%
47
1571
$7K ﹤0.01%
56
+6
1572
$7K ﹤0.01%
+1,072
1573
$7K ﹤0.01%
214
+81
1574
$7K ﹤0.01%
109
1575
$7K ﹤0.01%
211
-200
61 62
63
64 65