AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1551
$8K ﹤0.01%
+126
1552
$8K ﹤0.01%
28
-77
1553
$8K ﹤0.01%
850
1554
$8K ﹤0.01%
1,100
1555
$8K ﹤0.01%
602
+2
1556
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170
1557
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4
1558
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161
+1
1559
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188
+29
1560
$7K ﹤0.01%
430
+10
1561
$7K ﹤0.01%
200
-83
1562
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96
1563
$7K ﹤0.01%
178
-5
1564
$7K ﹤0.01%
604
1565
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47
1566
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142
+53
1567
$7K ﹤0.01%
527
1568
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96
1569
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50
1570
$7K ﹤0.01%
381
1571
$7K ﹤0.01%
700
1572
$7K ﹤0.01%
125
-1
1573
$7K ﹤0.01%
200
1574
$7K ﹤0.01%
25
1575
$7K ﹤0.01%
56
+6
61 62
63
64 65