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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
1551
$4K ﹤0.01%
762
1552
$4K ﹤0.01%
358
+19
1553
$4K ﹤0.01%
+203
1554
$4K ﹤0.01%
150
1555
$4K ﹤0.01%
134
1556
$4K ﹤0.01%
30
1557
$4K ﹤0.01%
50
1558
$4K ﹤0.01%
100
1559
$4K ﹤0.01%
1,580
1560
$4K ﹤0.01%
86
1561
$4K ﹤0.01%
607
1562
$4K ﹤0.01%
50
-300
1563
$4K ﹤0.01%
163
-487
1564
$4K ﹤0.01%
100
+20
1565
$4K ﹤0.01%
1,300
1566
$4K ﹤0.01%
900
1567
$3K ﹤0.01%
70
1568
$3K ﹤0.01%
9
-73
1569
$3K ﹤0.01%
157
1570
$3K ﹤0.01%
738
-4,165
1571
$3K ﹤0.01%
110
+35
1572
$3K ﹤0.01%
740
1573
$3K ﹤0.01%
21
+11
1574
$3K ﹤0.01%
41
1575
$3K ﹤0.01%
19
61 62
63
64 65